Lance Elrod

CFP®

Next Step Financial Transitions

Owner

Contact Me

Lance Elrod

CFP®

Next Step Financial Transitions

Owner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lance Elrod, CFP®

Contact Me

832-856-2825

Website

Fee-Only financial planner located in Houston, TX, serving clients locally and across the country

Meet Lance Elrod

I am Lance Elrod – co-owner of Next Step Financial Transitions. I believe that most financial planning concepts have become overcomplicated; my goal is to declassify these concepts into conversational terms and educate you enough so that you understand and feel comfortable with any decision you make.

I hold a BS in Personal Financial Planning from Texas Tech University and am a CERTIFIED FINANCIAL PLANNER™ practitioner. Like many new graduates, I began the early part of my career trying to discover my place and passion within my industry. During that time, I worked short stints with United Capital Private Wealth Counseling, which now comes under Goldman Sachs Personal Financial Management Umbrella, and May and Barnhard, P.C., which recently changed their name to Councilor, Buchanan & Mitchell, P.C…  Although I enjoyed financial planning, I felt compelled to take a brief detour as a Mud Engineer because Oil & Gas is what you do when you move to Houston, right?

In 2015 I joined Mint Wealth Management where I dug into my career and recognized my desire to serve people, before founding Next Step Financial Transitions with my wife, Tessa Elrod.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Lance Elrod

832-856-2825

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Office Locations:

  • 118 Vintage Park Blvd.
    #W734
    Houston, TX 77070
  • 25700 I-45N
    Suite 400
    The Woodlands, TX 77836

Next Step Financial Transitions, LLC (NSFT) is a registered investment advisor offering advisory services in the State[s] of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NSFT in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Next Step Financial Transitions, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

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