<p>Listen to Mike Lantz and team cover the technology they use to better serve clients. Some topics include Black Diamond, 401k management, tax return analysis, and tools for planning for retirement. </p>

The Lantz Team Direct Indexing with Vanguard

The Lantz Way is a three part podcast series that introduces the retirement process used at the Lantz Financial team. This podcast is broken up into three episodes, each diving deep into details explaining the Lantz Way.Investment advisory services provided by Lantz Financial, LLC, an SEC registered investment adviser. This podcast is only intended for clients and interested investors residing in states in which we are registered to provide investment advisory services or exempt from registration. Please contact us to determine if the firm provides investment advisory services in the state where you reside. All content on this podcast is for informational purposes only and should not be considered investment advice. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. Neither Lantz Financial, LLC nor its representatives provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.