Successful Retirement Planning is not an Event…
Lance A. Mays has over 30 years’ experience in estate planning and financial services where he has worked for several of the nation’s largest insurance and financial services companies.
WCI Brokerage is a national retirement company focused solely on sound, time-proven, conservative retirement strategies. Mays identifies your needs and advises you on the most appropriate plan(s) for your unique needs, goals, and comfort. He will work with you to answer your questions, make honest recommendations, be your advocate, and always put your interests first. Mays works with several partners to curate the best deal on plans and coverage for you.
Mays works with both personal clients and licensed agents and teaches them to show their clients how to protect their hard-earned savings, build a lifetime income post-retirement, and earn the best possible returns on their money. Several of these programs are contractually backed and guaranteed by some of the largest companies in the nation.
As President of WCI Brokerage, Lance specializes in helping seniors and their families protect and preserve their assets and estates. Since inception, he has supervised and overseen the handling of thousands of transactions, totaling more than $1 billion for the benefit of families across the country.
WCI Brokerage
Our Financial Score Meter
Income/Debt Subscore
Your score in this domain identifies accessible funds and your efficient deployment of those funds, additionally this score highlights your current income to expense efficiency.
Investments Subscore
Your score in this domain reveals your risk allocation, investment sophistication, diversification profile, the balanced deployment of new capital and use of tax efficient programs.
Insurance Subscore
Your score in this domain reveals efficient use of insurance for tax benefits, living benefits, death benefit in correlation to your objectives.
Real Estate Subscore
Your score in this domain reveals balanced equity position and positive cash flow on any investment properties relative to debt service.
Retirement Planning Subscore
Your score in this domain reveals total asset value relative to age and risk posture proximal to retirement, as well as efficient use of all available tax strategies to insure maximum withdrawal advantage throughout retirement. This score also incorporates use of estate planning tools.
OUR MISSION
We are committed to maintaining the highest standards of integrity, impartiality, and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and goals and provide you with only the highest quality services.
OUR EXPERTISE
We have been working with individuals and businesses in the area for many years. We dedicate ourselves to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and actively participate in helping you manage your finances.
SAVINGS PROGRAMS
Our company helps cut through the clutter by working with employers, financial advisors, TPAs, and investment platform providers to develop and support exceptional employee retirement savings programs.
News & Events
Financial news: resources, strengths & info
October 11, 2024
The “Empty Bank Account” LifestyleDear Reader, This is one of those headlines that makes you […]
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Another day, another record high on Wall Street.Not much to say about that, really. It is what it […]
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Politicians and the Media Don’t Care About This (But You Should)If you owe the bank $100, that’s your problem. If you […]
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