Thomas D Lenci Jr, CLU®, ChFC®
Financial Advisor


Lenci Associates

Financial security is often a major objective for our clients. The wrong financial decision can often undermine the best of intentions.  We can help you identify your needs and provide solutions.

Our Mission

As a team of experts, our mission is to provide affluent individuals and successful businesses with strategies and advice to help clients achieve financial security and realize their dreams.

My team works closely with Steve Tennant of Tennant Financial http://www.steven-tennant.com/  to offer our clients a broad spectrum of Financial and Wealth Mangement services. 

tom.lenci@nm.com

 

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.