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Lauer Wealth

Financial Planning | Tax Planning | Business Planning | Investment Management 

What is your future like?

It depends on a lot of factors.

 

What are your life goals?

Does your plan address maximizing investment returns, maximizing your personal cash flow, minimizing taxes, and minimizing risk?

Do you have a lifetime cash flow plan?

If you have a business, are you maximizing your personal benefits from it?

 

Lauer Wealth is ready to work through all these questions. We are a FEE ONLY investment advisory and financial planning firm. We don’t sell insurance, commission-based investments, annuities or anything else that creates a commission. Every financial plan is customized. Every investment account is liquid and free of any transaction costs.  

 

In addition, though Lauer Wealth is not an accounting firm, our ownership has common interest with Fisel Lauer Johnson CPAs and works closely with most of our clients regarding tax planning for our clients and businesses. 

What's Your Business Worth?

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

 
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.