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2 Winnmere Ave
Burlington, MA 01803
Phone:
  • (781) 505-1941
Fax:
  • (781) 505-1945

LANCE FINANCIAL ASSOCIATES, INC.
A Registered Investment Advisor

At Lance Financial Associates, Inc...

We help you work towards your goals faster by creating a financial plan that shows every step to take and when to take it.

We strive to remove any uncertainty you may feel about your financial future.  Then, we'll work with you to diversify your investment portfolio to reduce the risk of major losses.

Finally, we'll manage your portfolio around the clock so you can spend less time worrying about your money and more time enjoying it.     

Using financial planning models designed specifically for retirement planning and retirement income distribution planning, we will work with you to build an investment strategy with the objective of providing an inflation-adjusted income for your retirement.

We believe that accessing your hard-earned savings and investments using our well-designed process can help you pursue that goal. This process will address one of the most pressing needs of the growing retiree population: how to create and maintain a sustainable income. We understand that everyone's situation is truly unique, and we're prepared to help you organize your hard-earned assets, insurance and estate plan to help simplify, consolidate and integrate every aspect of your financial future, well into your retirement. Please contact me for a Complimentary Report.
 

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In uncertain times... Stress test your portfolio with Riskalyze
Learn More - watch the Riskalyze video

RISKALYZE is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.

•  What's your Risk Number? Here's a simple questionnaire.
 

 

  • $ymbil is a dynamic online investment adviser platform that assesses your risk profile and recommends a risk-appropriate managed portfolio. In only a few minutes, you'll be invested in a diversified portfolio, based on your objectives, and on your way to long-term saving and investing. All online, simple, and seamless. The portfolios available through $ymbil are actively managed by experienced investment professionals and tactically adjusted based on changes in the market.
  • To learn more and start investing click below. Once you are invested you can establish online account access as well as access through the $ymbil app.

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LANCE FINANCIAL VIDEO

 
 

 


OUR SERVICES
We are proud to offer the following services for our clients
 

 

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TO LEARN MORE ABOUT INCOME FOR LIFE
 

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FLIPBOOKS

You can review interesting Flipbooks on my site
 

VIEW FLIPBOOKS

 

VIDEOS

We have interesting videos for you to watch on my site
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck