Who We Help

At Lentz Thompson, we primarily work with people who will be retiring within 5-10 years, are entering retirement or are retired and need help navigating wealth management during retirement. Where are you in this process?

  • I’m approaching
    retirement.

    Am I on the right path?

    How can I be better
    prepared?

  • I’m retiring
    now.

    Where do I start?

    What is the best way
    to create income?

  • I’m already
    retired.

    Is my current approach working?

    When do I need to
    make adjustments?

 

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