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Lauer Wealth

Financial Planning | Tax Planning | Business Planning | Investment Management 

What's Your Business Worth?

Click below to find the value of your business. Please call our office to speak with our CPA for any questions.

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OUR SERVICES

We assist our clients across the country in achieving their financial goals by utilizing services including but not limited to: financial, tax, retirement, college, estate, and business planning. By counseling our clients with goal setting, tax reduction, and regular reviews, we optimize their financial outcome. Our fee-only structure ensures that our goals are aligned with those of our clients, and reduces conflicts of interest.

 
OUR TEAM

An experienced, credentialed team of wealth management professionals dedicated to working as fiduciaries for our clients, utilizing a core system of beliefs, investment processes, and integrity.

tax planning, wealth management, estate planning, financial planning, financial advisor
 
 
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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