Lance Lichorat, CRPC®

Lance began his career in 2011 with Buckman, Buckman and Reid in New York City where he developed an expertise in portfolio management for affluent investors across America. Due to a realization that risk management through insurance was a missing piece to his client’s financial puzzle, Lance decided to join MetLife Premier Client Group of NYC in late 2011.

At MetLife, Lance and his team – lead by himself and counterparts Michael Davila and Corey Miller – established a ten person financial advisory team. The team developed a robust client base in the niche market of financial services. In 2015, Lance also became a financial planner with MetLife. Lance’s key to developing a sound financial plan is initiating the plan conversation where his team can then cultivate a plan for individuals and families for their short term cash management, intermediate term wealth accumulation and long term retirement planning.

Lance transitioned from MetLife Premier Client Group to Fortis Lux Financial in July of 2016.

In addition to holding series 7, 63 and Life, Accident and Health licenses, Lance recently received certification in Long Term care partnership for NY, NJ and CT. Lance graduated from Hartwick College with a BA in Business Administration. After graduating from Hartwick, Lance attended international business school at Ocean University in Qingdao, China.

Lance currently resides in Connecticut and is a member of the Fairfield Chamber of Commerce.

Hobbies – Fishing, hiking, golf and educating people on how to build wealth.

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Includes:

Insurance Solutions

Risk Management Strategies

Estate Conservation Strategies

Business Owners

Wealth Accumulation Strategies

Group Benefits

Retirement Income Planning

College Funding Strategies

Languages:

Engalish

More information

What's my service process?

Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain oncourse as life unfolds.

·      Analyze. Before I recommend any productor service, I ask questions and get a clear understanding of your financial goals and objectives. I then analyze your insurance portfolio to identify any gaps that may exist in your policies.

·      Recommend. I provide you with suggestions to fill in the gaps so you can choose the products best suited for your situation.

·      Implement. If you’re satisfied with my recommendations, I work with you to implement your strategies and secure the required products and services to help you strive for financial freedom.
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·      Review. Because your financial situation is bound to change, I work with you over time through periodic reviews to help you evaluate the strategies in place, and their capacity to continue to meet your goals. I can help you with many of your financial needs. It is important to note that Financial Professionals are only able to provide certain services if they are licensed to do so in your state.

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How do I work with my clients?

I take a collaborative and comprehensive approach to financial services, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online.
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CRN202506-2546102

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