Typical Clients

Our typical clients, though not limited to the descriptions below, fit into the following categories:

  • Pre-and post-retirees
  • Individuals who need help with their retirement plans housed at a previous employer
  • Public school teachers and administrators, either working or retired

Lance Financial tends to attract clients with similar values—hard working individuals who appreciate time with family, connections in the community and pride in a job well done. We see ourselves in the same way and look forward to getting to know you over time.

Here’s some more on our Distinct Purpose and why we are unique