Lenz Financial Services Ltd.
Area(s) served: Central Alberta Region
Let’s secure your legacy
Throughout your life, you’ve worked hard to build your legacy. Now, let’s make sure it’s protected. Together, we can create a strategy that you can feel confident in – even after you’re gone. Reach out to get started.
Let's work together
Making good decisions is the key to achieving lifetime financial security and I’ll help you along the way. We’ll work together by:
- assessing your current financial situation,
- setting achievable goals,
- developing a realistic approach to meet those goals,
- helping you work toward your goals and
- helping you revise that approach as your needs change.
Contact my office to book an appointment and get started on achieving your financial goals. Let's talk.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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* Certain terms and conditions may apply. Contact me for more information.
* Certain terms and conditions may apply. Contact me for more information.