Works directly with clients
Tony helps households review retirement priorities and evaluate strategies based on their circumstances, goals, and tolerance for risk.
MEET OUR RETIREMENT PROFESSIONALS
Anthony “Tony” Lombardo
Senior Retirement Professional and National Director of Advisor Training
Tony works directly with selected clients while leading the training and development of 15 Minute Advisor professionals. He brings an education-first approach to retirement decisions, with an emphasis on making complex choices understandable and actionable.
A PLAIN-ENGLISH APPROACH
Helping families organize the decisions that shape retirement
Tony’s work centers on helping individuals and families understand how income, protection, healthcare, and legacy decisions fit together. His role is to clarify the tradeoffs, explain available approaches, and help clients make informed choices at their own pace.
Within The 15 Minute Advisor, Tony serves in two capacities: he works directly with selected clients and helps train professionals who serve 15 Minute Advisor households. This supports a consistent standard of preparation, communication, and consumer-focused education as the team grows.
CLIENT WORK AND LEADERSHIP
Experience that extends beyond the client meeting
Consumer educator
Through seminars, educational materials, and media appearances, Tony emphasizes preparation and understandable explanations.
Advisor trainer
As National Director of Advisor Training, Tony helps develop the conversational and planning standards expected of future 15 Minute Advisor professionals.
EDUCATION AND RESOURCES
Planning before a crisis
Tony is the author of What’s the Plan If You Get Sick?, an educational guide addressing ways families may prepare for long-term-care and nursing-home costs outside traditional standalone long-term-care policies.
The guide discusses financial preparation, life-insurance and hybrid approaches, retirement-account considerations, Medicaid and Medicare questions, legal documents, and organizing important family information. It is educational only and is not legal, tax, healthcare, or individualized financial advice.
Long-term care
Family preparedness
Insurance education
Document organization
EDUCATION IN THE COMMUNITY
Seminars, publishing, and media
Tony has used live education, written resources, and media conversations to help consumers approach retirement and protection decisions with better questions.
Retirement seminars
Educational presentations designed to turn complex retirement topics into practical next steps.
Published guide
What’s the Plan If You Get Sick? — a guide for putting a plan in place if you or a loved one gets sick.
Radio appearance
Consumer-facing conversations that emphasize education, preparation, and understandable planning.
HOW ASSIGNMENT WORKS
Will you personally work with Tony?
Tony works with clients, but not every visitor will be assigned to him. The 15 Minute Advisor considers your location, licensing requirements, scheduling, the nature of your questions, and the experience most relevant to your needs before making an introduction.
Important:
Information on this page is educational and does not constitute legal, tax, investment, or healthcare advice. Insurance and financial professionals may only offer products or services in jurisdictions where appropriately licensed and appointed. No particular strategy, product, or outcome is guaranteed.
Start with a focused conversation.
Bring one question. Leave with a clearer understanding of the next step.
The 15 Minute Advisor
(561) 968-4424
5100 PGA Blvd.
Suite 305
Palm Beach Gardens, FL 33418
The 15 Minute Advisor is a consumer education and retirement-planning brand operated by Shoreline Financial Group, Inc.
2025 The 15 Minute Advisor all rights reserved.