Boston Massachusetts Retirement Financial Planner, Adviser, Insurance Broker

Retirement planning consultant services is what Lance Financial specializes in for our clients.  We are dedicated to helping people accumulate, grow, and protect their wealth through our independent financial advisor role.

Our integrated approach to investment planning, risk management and estate conservation enables us to help clients work toward their financial goals.  As your  independent financial advisor, we make sure to help you plan for you and your family’s future.

Experience You Can Trust

Lance Financial was founded by Larry Panzeri in 1979. Larry, a pioneer in the financial services industry, began his career in financial planning in 1968, considered by many to be the birth date of the financial services industry. It’s this experience and dedication that makes Lance Financial unique in their retirement planning consultant services.

With over 35 years of experience as a financial adviser, you can trust that we have the knowledge and skill to develop sound wealth management and preservation strategies.
 
Personalized Service

When you work with us you'll receive personalized service that is focused on identifying and addressing your specific needs, concerns, and objectives. Working with you, we'll create a customized financial plan that is in synch with your goals.  Any way we can help you with our services which include retirement planning consultant services, we are here for helping make your money work for you.
 
Explore Our Site

Please take some time to browse our Website. It includes a wealth of helpful tools and resources including our retirement planning consultant services. If you find a particular article, calculator, or other resource of interest, please give us a call or send us an email. We’d be happy to discuss these with you.

"Our goal is your goal."

 - Larry Panzeri
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

New Lease on Life

Can your risk-protection strategy benefit from a whole-life insurance policy?

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

Check the Volume

6.5 billion shares of stock changing hands in a single day sounds like a lot - but is it? How would you know? Why would anyone care?

More Newsletters →