Lance Financial Associates Inc. Information

At Lance Financial Associates, Inc., our mission is to help you develop a retirement income distribution plan suited to your needs. Using a financial planning model designed specifically for retirement income distribution, 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. To help you with retirement income distribution, our team focuses on providing retirement income planning and distribution strategies. Income distribution strategies are those that comprise a systematic means for accessing the money you have been saving and investing when you need it. Having an income distribution system is a critical part of any financial plan, but must be developed in conjunction with wealth accumulation and protection strategies. Securities offered through Securities America Inc., member FINRA (www.finra.com)/SIPC (www.sipc.com). Advisory Services offered through Lance Financial Associates Inc. Securities America Inc. is not affiliated with Lance Financial Associates Inc. Securities Licensed: CA, FL, ME, MD, MA, MI, NE, NV, NH, NC, RI, SC, VT, VA, WA 2 Winnmere Ave. Burlington, MA 01803 781-505-1941