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ahead on your

financial horizon.

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CONSULTATION

FREE RETIREMENT

ANALYSIS HERE

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FOUNDER / CEO

YOUR PARTNER IN TAX AND INCOME PLANNING

LSP ADVISORY, LLC  |  650 SEMINOLE BLVD  |  LARGO, FLORIDA 33770  |  813-421-4029   |  www.lspplanning.com

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services offered through LSP Advisory LLC (LSP), a Florida registered investment adviser. For a complete description of investment risks, fees and services, review the LSP firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting LSP.  Tax and Insurance Planning services are available through LSP Planning LLC.  LSP Advisory and LSP Planning are legally separate entities.

We have the expertise to guide you to

a successful financial future one step at a time.

At LSP Planning, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

At LSP Planning, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service.  We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.

 

As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve.  If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

GET A FREE RETIREMENT ANALYSIS

www.lspplanning.com  813-421-4029

CAN YOU RETIRE COMFORTABLY? CLICK HERE.

Our unique approach to your growth begins with

getting to know you and understanding your needs.

Meet the president of our company, Jamie Randazzo.

CONTACT JAMIE NOW

www.lspplanning.com  813-421-4029

LSP Planning can assist you in

every aspect of your financial life.

LSP Planning was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.

Retirement Goals

Everyone has goals for retirement.  Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money.  Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies.  As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.

 

401k Planning

What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.

 

For our complete list of services, give us a call.

 

 

Insurance Products

Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.

 

Education Planning

The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.

 

Financial Planning

An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have.  Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.

GET A FREE RETIREMENT ANALYSIS

www.lspplanning.com  813-421-4029

We are here to serve you 24/7/365.

Contact us here anytime.

Contact us here anytime or feel free to give us a call. We look forward to getting to

know you and help you with proven methods and ideas now and into your financial future.

LSP ADVISORY, LLC 650 SEMINOLE BLVD  |  LARGO, FLORIDA 33770  |  813-421-4029   |  www.lspplanning.com

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services offered through LSP Advisory LLC (LSP), a Florida registered investment adviser. For a complete description of investment risks, fees and services, review the LSP firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting LSP.  Tax and Insurance Planning services are available through LSP Planning LLC.  LSP Advisory and LSP Planning are legally separate entities.