Lentz Thompson Retirement Advisors

07/16/2026

Planning for different stages of life means being aware of some common pitfalls to avoid. This report goes into detail about 6 risks to your retirement savings, and how they can be avoided through proper consideration.

Saving is only part of the equation when preparing for retirement—not planning for common risks can increase your odds of running out of money.

07/14/2026

A thoughtful retirement plan considers how and when your assets will be used.

Segmenting your plan into different timeframes can help create a more reliable approach to income throughout retirement.

Planning with intention today can help bring greater financial freedom for the years ahead. Learn about your next steps on our site: https://www.lentzthompson.com/our-process

07/06/2026

A growing firm requires a growing team.

As we continue expanding our retirement planning presence across North Alabama, including our additional office location in Madison, we are also excited to recognize the growth of our advisory team.

Max Faure, Trace Lentz, and Thomas McCleskey are fully registered Financial Advisors and valued members of LTRA. They each play an important role in supporting our clients, strengthening our planning process, & helping us build a firm designed to serve families for many years to come.

We are grateful for the opportunity to continue growing our team, expanding our reach, and strengthening our ability to serve retirees and pre-retirees throughout the area.

07/03/2026

As we approach the Fourth of July, we are reminded of the freedoms we enjoy and the opportunities they provide for our families and community.

We hope you have a safe and enjoyable holiday weekend spent with those who matter most. Happy 250th Anniversary of Independence Day!

07/02/2026

As we celebrate Independence Day this month, it is a good reminder that retirement planning is about more than reaching a certain age or account balance.

For many families, independence in retirement means having clarity around income, confidence in your investment strategy, a plan for taxes & estate considerations, and the ability to make decisions without feeling uncertain about the future.

At LTRA, our work is centered around helping retirees and pre-retirees think through those decisions with a personalized planning process.

We will be sharing more about our team, and how our planning approach can help you reach Independence in Retirement.

06/24/2026

Retirement planning isn’t only about accumulation, it’s also about safeguarding what you’ve built.

Risk management strategies can help protect your financial foundation and support long-term stability.

06/22/2026

Confidence in retirement often comes from preparation.

Having a well-structured plan in place can help you navigate both expected milestones and unexpected changes with greater clarity.

06/21/2026

Father's Day is a day for recognition of the role and responsibility dads have. A large part of our team classify as sons, fathers, and grandfathers, so we hope that today is as special for all the other fathers and father-figures out there as it is for us at Lentz Thompson Retirement Advisors.

06/18/2026

If you are still on the fence about a mid-year review, here are 10 quick steps to make the process as quick or as painless as you would like it to be.

Quick check-in to help you stay aligned with your goals

06/17/2026

At the halfway point of the year, it’s a good opportunity to reassess.

Have your retirement priorities changed?
Is your current strategy still aligned with your expectations?

Regular reviews can help ensure you stay on track over time.