Financial Planning | Tax Planning | Business Planning | Investment Management
Lauer Wealth is ready to help you with a broad range of financial issues including
investment management, personal cash flow planning, budgeting, debt issues, planning
for college, retirement, business planning and valuation, and tax planning.
Many of our clients have a Lifetime Cash Flow Plan, a year by year forecast of your
personal cash flow– how much income will you have and where will it come from.
Wherever you are in life – just starting out or already retired – having the lifetime cash
flow plan may help you live with confidence in your future.
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. Most of the investment accounts we
manage include securities which are liquid and free of any transaction costs. However,
our accounts that trade options have a transaction cost per option, though we don’t
receive any part of it. Some mutual funds may have a transaction cost, but we generally
don’t use mutual funds. We are experienced, objective, and a fiduciary.
Though Lauer Wealth is not an accounting firm, our ownership has common interest
with the CPA firm Fisel Lauer Johnson, CPAs. We work closely with most of our clients
regarding tax planning for our clients and businesses.
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.
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our social media channels.