Wealth Advisor and Partner Tony Lantis manages his independent practice at Kingsview Partners in Casper, Wyoming and has over 26 years of experience in the Financial Services industry.
Growing up in Glenrock, Tony graduated from the University of Wyoming, obtaining a degree in Business Administration with an area of concentration in accounting. While still in college, Mr. Lantis completed an internship at Dain Bosworth which led to his current career. Over the last two and a half decades he has gained extensive experience by working for a number of firms including Piper Jaffray and then Everen Securities, which became First Union, Wachovia and ultimately Wells Fargo.
Financial planning has allowed Tony to make a direct and measurable impact in the lives of his clients by working toward helping them achieve their own personal goals and objectives. He greatly enjoys finding ideal solutions to each client’s individual needs and assisting them in assuring those goals are met.
With prior firms often hindering his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.
Along with his wife Betty, Tony divides his time between Glenrock and Sundance and enjoys most outdoor activities including camping, hiking, hunting, snowshoeing and golfing.
Are you interested in learning more about Medicare options? Read Below to speak with a Licensed Insurance Agent, CLICK HERE.
Navigating Medicare
As a consumer, it’s important to know the basics about Medicare. However, we realize it can be confusing to determine which plan will work best for you – so that’s why Medicare BackOffice® is here to help.
What is Medicare?
Medicare is health insurance for people age 65 or older, under age 65 with certain disabilities and people of any age with end-stage renal disease. Below, we will explain the four parts of Medicare — Part A, Part B, Part C and Part D.
It’s important that you understand the different components of Medicare and carefully weigh your choices. Why? Because your decision will impact many things, from what you pay and which benefits are available to you, to which doctors you can see and the quality of care you receive.
You Have Several Options, Depending on Where You Live. You Can:
– Elect Original Medicare
– Elect Original Medicare and add drug coverage with a Medicare Part D prescription drug plan
– Substitute a private Medicare Advantage plan for Original Medicare
– Substitute a private Medicare Advantage plan that also includes Medicare Part D prescription drug coverage in place of Original Medicare (resulting in an “MA-PD” plan)
– Elect Original Medicare, add a Medicare Supplement insurance plan to pay for any gaps in coverage and add drug coverage with a Medicare Part D prescription drug plan
We understand deciding on a Medicare health plan is one of the most important decisions you’ll make in retirement. We’re here to help.
Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are subsidiaries of Kingsview Partners.
Medicare Backoffice pays a one-time referral fee to KWM of $200 if you select a Medicare Supplement plan and $100 if you select a Medicare Advantage plan. This referral fee will be shared between KWM and your advisor.
This material has been prepared by Medicare Backoffice. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular course of action. The information herein is general in nature and does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any strategies discussed.