Roy Lenzo III

Partner, Life Planning Group
    Connect with Roy:
Rosario Lenzo

For over 34 years, Roy has devoted his practice to maintaining the highest standards of integrity and professionalism. Specializing in investment, estate, and retirement planning strategies for high-net worth individuals, his goal is to provide optimum solutions to help his clients achieve their unique financial objectives.

Roy is a graduate of Financial Planner Program from Long Island University at C.W. Post. He holds the Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter designations. He is also a member of the Financial Planning Association.

Stories by Roy Lenzo III

Why It’s Important to Understand What Your Business is Worth

By Roy Lenzo III | July 5, 2017

Without having a solid understanding of the value of your business, you may be setting yourself up for trouble. This can put you in a difficult position when it comes time to sell the business, borrow money, pass it on to your heirs, or even make everyday decisions about how to grow.