Lance N Becatti, CFP, CLTC

Location :

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Areas of Focus:
•Retirement Income Strategies
•Wealth Preservation Strategies
•Estate Planning Strategies
•Tax Planning Strategies
•Retirement Planning Strategies
•Investment Management
•Charitable Giving
•Intergenerational Planning

I am licensed and registered to conduct business in FL.

Based on licenses and registrations I hold, I may also conduct business in SC, NM, IN, PA, ID, IL, MN, CO, TX, VA, LA, GA, MI, CA, MA, KY, NY, NC, TN, CT, WV.

CA Insurance #0E74963

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

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