Lentz Thompson Retirement Advisors

08/27/2026

Trillions in inherited wealth are expected to change hands over the coming years, yet many women haven't spoken with a financial advisor about how that wealth could impact their future.

Planning ahead can help you make informed decisions, avoid costly mistakes, and create a strategy that aligns with your goals.

Ready to start the conversation? Get started today: www.lentzthompson.com/get-started-now

Not planning for inheritance can make it more likely heirs spend money they don’t have.

08/26/2026

After years of conversations with clients, we've noticed that the most successful financial plans aren't necessarily the most complicated.

They're often built around clear goals, consistent habits, and a willingness to adjust when life changes. Every family has a different story, which is why no two plans should look exactly alike.

That's one of the things we enjoy most about what we do—getting to know people and helping them prepare for whatever comes next.

You can find our complete thoughts on our site: www.lentzthompson.com/our-approach

08/20/2026

Building a strong retirement nest egg doesn't happen overnight, but small, consistent actions can have a powerful impact over time.

With more Americans reaching significant milestones in their retirement accounts, it's a reminder that disciplined saving, long-term investing, and thoughtful planning can help grow your retirement savings further than you may think, regardless of where you're starting.

Read more about practical strategies that can help strengthen your retirement outlook and keep you moving toward your goals.

Even those with modest means can grow their nest eggs bigger than they might think.

08/18/2026

Meet Thomas McCleskey!

As one of the Financial Advisors leading our Madison office, Thomas is passionate about helping clients navigate important financial decisions and build plans for the future. A University of Alabama graduate and lifelong Crimson Tide fan, he brings the same dedication, commitment, and team-first mindset to serving clients every day.

We're proud to have Thomas as part of the Lentz Thompson Retirement Advisors team.

Learn more about Thomas and the rest of our team: www.lentzthompson.com/our-team

08/13/2026

Retirement readiness looks different for every generation, but one thing is clear: many Americans feel they still have work to do.

From Baby Boomers to Gen Z, each generation faces unique opportunities and challenges when it comes to planning for the future. Understanding where you stand today can help you make more informed decisions for tomorrow.

Read more about how retirement preparedness compares across generations and what steps can help strengthen your retirement strategy.

08/11/2026

As one of the Financial Advisors in our Madison office, Trace is passionate about helping individuals and families navigate important financial decisions with confidence.

Since joining Lentz Thompson Retirement Advisors in 2023, he has brought a strong background in finance and family financial planning to our team.

Outside the office, Trace enjoys staying active through fitness and pickleball. The same energy, discipline, and dedication he brings to those pursuits are reflected in the personalized guidance he provides to clients every day.

Learn more about Trace and the rest of our team: www.lentzthompson.com/our-team

08/10/2026

Some of the best relationships are built beyond the office.

We're grateful for opportunities to spend time with our clients and community, whether it's on the golf course, over lunch, or during everyday conversations. These moments allow us to strengthen connections, share experiences, and build relationships that extend far beyond financial planning.

Thank you for being part of the Lentz Thompson family.

08/07/2026

Thank you to everyone who joined us for our Madison Open House last Friday!

We loved welcoming clients, friends, family, and community members into our new space and sharing this exciting milestone with you. Your support, conversations, and encouragement made the day truly special.

We're grateful to be part of such a wonderful community and look forward to continuing to serve you for years to come.

08/06/2026

While many Americans believe they need a sizable nest egg to retire with confidence, actual spending in retirement often varies based on lifestyle, goals, health care needs, and personal circumstances.

Understanding what retirees are really spending can help put retirement savings goals into perspective and provide valuable insight as you build your own plan.

Read more about the numbers behind retirement and what they could mean for your future.

On average, Americans think they need $1.46 million to retire comfortably. How does that compare with what retirees in their 60s actually spend?

08/04/2026

What do treasure hunting and financial planning have in common?

For Max Faure, it's all about discovery.

As a Financial Advisor at Lentz Thompson Retirement Advisors, Max combines curiosity, thoughtful analysis, and a client-first mindset to help individuals and families navigate important financial decisions with confidence.

Because the right strategy starts with understanding what's most important to you.

Learn more about our team: www.lentzthompson.com/our-team