Plan For It Financial, LLC

Christopher Lazzaro, ChFC® founded Plan For It Financial, LLC to follow his passion for helping others gain a deeper understanding and control of their personal finances. While most everyone understands the importance of getting their financial house in order, the challenge lies in balancing living for today, while maintaining an eye toward the future.
Bridging this gap through realistic goal setting, establishing priorities, and practical, actionable advice without the unnecessary layers of financial jargon and complexity is the firm’s primary value proposition.

With that belief in mind, Chris is dedicated to guiding individuals and families through the process of defining, creating, and executing financial plans unique to their specific goals and circumstances. The firm's guiding principles are clear:

* Plan For It Financial is an advice-only financial planning firm. You can expect comprehensive financial advice and education without the precondition of managing your investments.

* Plan For It Financial is a fee-only firm. You will always know what you are paying, in the form of an hourly or flat fee, and there are no asset minimum threshold requirements.

* Plan For It Financial acts as a fiduciary to its clients and is legally and ethically required to always act in your best interest.

Chris focuses principally on mid- to late-career professionals and early-stage retirees but serve clients at various points along their financial journey. Mid- to late-career professionals and early-stage retirees are often considered to be nearing or in the retirement "red zone." The retirement “red zone” is characterized as the five years leading up to and following the decision to stop working full time. He has found clients appreciate working with an advisor that can directly relate to this exciting, but also unchartered, season of life.

Chris' three decades of investment management and insurance experience, includes more than 23 years at one of Boston's preeminent institutional asset managers working with some of the country’s largest public and private pension plans, endowments, and foundations. In 2007, he earned the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. Pursuit of the ChFC® broadened his expertise beyond investments and insurance to include the areas of taxes, estate planning, charitable gifting, and retirement planning.

Chris takes great pride in helping clients eliminate the guesswork and providing the necessary steps to follow on the path to financial freedom.