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B & N Lenz Enterprises LLC
39104 3rd Avenue, Zephyrhills, FL 33542
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Categories
- Financial Planning Consultants, Financial Planners
- Payment Options
- Location
- 100 North Tampa
General Info
We review the client’s financial data in order to understand the current situation. This includes any brokerage or bank statements, insurance policies, and existing estate plans. We will ask many questions regarding risk and engage in a thorough discussion to address two separate components of risk – risk tolerance, or how one feels about risk, and risk capacity, which is one’s financial ability to handle losses without adversely affecting future goals and living standards. We strongly believe that a complete, two-way conversation – not a standard multiple-choice-questionnaire approach – helps us understand how to serve our clients best.