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

    Am I on the right path?

    How can I be better

  • I’m retiring

    Where do I start?

    What is the best way
    to create income?

  • I’m already

    Is my current approach working?

    When do I need to
    make adjustments?


Newsletter Sign Up

Schedule A Free Consultation