Bruce Lancia, CRPC®

Thank you for stopping by, where you’ll find a wealth of information in the form of newsletters, articles, educational flipbooks, calculators and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website was created to help you gain a better understanding of the financial strategies behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Our company was formed on the principles and practices of honesty and integrity.  We are a company completely independent from any company's specific products and/or services.  This means we are not held to offer any one company product, concept or strategy.  We offer customized plans and solutions to our clients and their families through unique approaches not typically found in our industry.  Take a look around and feel free to contact our office with any questions.

“Give me a stock clerk with a goal, and I will give you a man who will make history. Give me a man without a goal, and I will give you a stock clerk.”

-J. C. Penny ​