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lance.greco@benjaminfedwards.com
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Enjoy The Journey

       Retirement planning is a lot like a hike in the great outdoors. There are seasons, each valued for its own special qualities. There is usually a destination, but that destination can change. There is usually more than one route to the destination. There are plans for the hike but those may change due to weather, time and other factors beyond our control. It’s good to have a compass to navigate but even better to have a trusted friend who has been down these paths and successfully guided others in the past. And that is how I see my role in working with clients since 1993, helping them navigate to and through retirement. I’d love the opportunity to help you get to where you want to be and beyond. I’m Lance Greco and this is Benjamin F. Edwards.

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On Purpose, With Purpose

I was blessed to be raised in a home where integrity was the most important value. It’s in my genes. Today my clients trust me with their hopes, dreams, and yes, their future. That may sound like a heavy burden, and it is, but I relish the task. A task where integrity is everything. And I work hard every day to continue to earn that trust.

Serving as a financial advisor since 1993, I am on a never-ending quest for the ways that I can add the greatest value in taking care of my clients. Yes, investments are a critical component in the services I provide, but it is the financial planning that drives the big decisions my clients make at critical points in their financial lifetimes as well as the smaller ones along the way. Do you have a plan? Will you retire on purpose or just hope you’ve done enough?

I understand that I am not, nor do I desire to be, all things to all people. I am here to help people retire on purpose, with purpose and provide a plan to do it.

Who We Serve

Who We Serve

Don’t go it alone. Whether you’re approaching retirement, planning for a smooth transfer of wealth in life's later stages, or anything in between, you may benefit from adding a qualified financial advisor to your team working in concert with your tax and legal advisors to create a coordinated plan, focused on your goals. 

Speak to Lance Greco, CFP 

If you’re ready to work with a financial professional, let’s sit down to talk.

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We help people bridge the investment confidence gap.

Client Centered

  • Get educated and started on your investment journey.

  • Protect your family at every stage of life.

  • Develop a roadmap as unique as you are.

  • Get guidance if you see change ahead.

Schedule a Complimentary Consultation

If you believe you could benefit from working with a financial professional, let’s schedule some time together to see if we’re a good match for you.

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