BOOK YOUR FREE
CONSULTATION
FREE RETIREMENT
ANALYSIS HERE
GET TO KNOW THE
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.
SCHEDULE MEETING HERE
www.lspplanning.com | 813-421-4029
With great power comes great responsibility, and at LSP Planning we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at LSP Planning we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away, so that when their goals or situation change, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with you regarding all of your retirement, educational and overall financial goals and needs. Creating a plan that fits you best!
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At LSP Planning, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
SCHEDULE MEETING HERE
www.lspplanning.com | 813-421-4029
Our unique approach to your growth begins with
getting to know you and understanding your needs.
Meet the president of our company, Jamie Randazzo.
Jamie Randazzo has been helping retirees and pre retirees plan for their ‘non-working years’ since 1996. Working as a registered investment advisor, Jamie always puts his clients’ interests first.
He specializes in retirement lifestyle planning with an emphasis on tax efficiency and lifetime income. Working with educators since the beginning, Jamie likes to educate all his clients about money, taxes, investing, and retirement planning. Coaching people and business owners on how to reduce their tax bill and grow their wealth is equally important. Working from his experiences from the last 20 years in the industry can lead to a profound difference in how people view their
financial situation. It can be as simple as that. Sometimes, a business owner learns that they can legally shelter a much larger amount than they previously thought they could. When reviewing risk, some clients realize that they are taking the same amount of risk as they did in 2008 when the market retreated close to 50%. Putting the clients best interest first and having access to multiple money managers and insurance companies from around the market place may enable Jamie to help his clients find comfort and security in their plans. Through the education process and armed with knowledge, everyone has the opportunity to build and understand a strong investment plan.
On the personal side, Jamie enjoys traveling, live music, playing ice hockey and hiking
the woods with his family, friends and all of their dogs.
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.
SCHEDULE MEETING HERE
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.
SCHEDULE MEETING HERE
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.
