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Interview with the Team at Lampson Retirement Solutions - New Caney

Interview with the Team at Lampson Retirement Solutions - New Caney

Published: Apr 10, 2024, 2:43pm

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As part of our ongoing "Getting to Know Your Local Businesses" series, this week we sat down with  The Team at Lampson Retirement Solutions!

Tell us a bit about your business:  What does your business offer and how long have you been around?
Founded in 2015 by Tracie Lampson, our CEO, Lampson Retirement Solutions provides thorough retirement planning for people of all ages. Rahnie Sandhu, MBA, our current CFO, came on board in 2020, bringing a fresh perspective and financial knowledge that elevated our company. Focusing on helping individuals achieve a better quality of life in retirement, we offer tailored strategies and advice to meet a variety of retirement objectives.
At the end of the day, we're more than just financial analysts and number crunchers. We're actual individuals, with a ton of life experiences that has inspired us to strive for the best for our clients.
We cherish the connections we establish with our clients. Being a family owned and operated business, our clients experience the same sense of belonging while having the assurance that their finances are in expert hands.
With a combined 45 years of experience in the finance industry, Tracie and Rahnie bring a wealth of knowledge to the table, but they also know how to keep things light and entertaining.

How did you decide to get involved in this line of work? How did the business get started?
Tracie Lampson, the Founder/CEO of Lampson Retirement Solutions, never had any intentions of becoming a pro in the retirement planning field. Losing her husband unexpectedly at the age of 29 and her current husband retiring early when she was just 43 taught her some valuable lessons at a remarkably young age. It became clear to her how little people truly grasped their finances and the significance of planning ahead to minimize the impact of unforeseen expenses in life. In 2004, she embarked on her insurance career, marking the beginning of her journey. Over the next decade, she discovered the immense satisfaction of assisting others, which ultimately led her to establish Lampson Retirement Solutions. Ever since Rahnie joined us, our focus has shifted from just retirement plans and life insurance to exploring exciting opportunities in precious metals investments, real estate, property and casualty, as well as medicare and health insurance.

Tell us a couple things you are proud of about your business. What are you known for? What separates you from the competition?
We take pride in the strong connections we've established with each and every one of our clients. Every individual who walks through our doors forms a lasting bond with our team. As safe-money advisors, we ensure that our customers never lose money, even during market downturns. When you reach out to us, you'll immediately speak to real people who are dedicated to looking out for you for the long haul.

What is your favorite part of running this business?
Witnessing the transformation in our clients from feeling unsure and anxious about retirement to feeling confident and secure is what makes all the hard work worth it. Knowing that we have played a part in helping them achieve their retirement goals is incredibly gratifying and drives us to continue providing exceptional service.

Who is your target market or ideal customer/client?
Our target audience includes individuals ranging from 21 years old to retirement age, encompassing people from all walks of life. While we may not have solutions for everyone based on their unique financial circumstances, we take pride in offering valuable input to all individuals that can assist them in finding the right path for themselves.

Can you tell us something about yourself as the business owner? What is your background?

Tracie has been in the insurance and financial planning industry for over 18 years, earning the respect of her clients and colleagues for her exceptional expertise in creating retirement-focused solutions that lead the market. Tracie's main goal is to ensure that her clients can fully enjoy their retirement instead of constantly worrying about their financial situation. Originally from Houston, Tracie and her husband Tony have recently built their dream home on a few acres of land in the northern part of the city. They have created a life they adore, surrounded by their 4 children, 6 grandchildren, and now 3 rescue dogs.

Are there any special promotions, annual sales, or special events that you'd like to mention?
We currently have a special promotion going on. If you contact us at 281-459-0023 and mention the promo code "TEXAS2," we will offer you a complimentary financial analysis. We are very enthusiastic about this offer and would be thrilled if you could make use of it, even if you simply want a second opinion. So please feel free to reach out to us without any hesitation!

Is there any other information you'd like your potential customers/clients to know about your business?

Take a look at our podcast, What The Finance (WTF), where our CEO Tracie Lampson and CFO Rahnie Sandhu provide their knowledge on finance and retirement planning. We discuss investment strategies, money-saving advice, and methods to guarantee a stable retirement. However, we also add a touch of humor by talking about real-life scenarios and sharing a good laugh!
Additionally, we provide life insurance, home and car insurance, health insurance, Medicare coverage, real estate services, notary services, and opportunities for investing in gold and silver.

How do you see your business growing and improving over the next couple of years?
In the future, our goal is to expand our services to include more comprehensive portfolio management including assets under management. Both commercial and residential real estate, gold and silver backed IRAs to coincide with the current metals branch of our company.

For more information about Lampson Retirement Solutions, visit their website at: https://LampsonInc.com/

800 Rockmead Dr Suite 180 
Kingwood, TX 77339
(281) 459-0023

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