At Lauer Financial, your interests come first. As independent financial advisors, we have no obligations to any banks, insurance companies or investment firms to recommend their products. The only pressure we’re under is the pressure we place on ourselves to provide excellent service to you. Working collaboratively with you, we develop not just a plan but a relationship focused on helping you achieve your goals.
Your plan will help you to establish a firm financial foundation that protects your current standard of living while remaining flexible enough to adapt to your changing needs and circumstances in the future. As time goes by, that firm foundation and our ongoing advisory relationship will help you identify blindspots, mitigate risks, reduce inefficiencies and seize opportunities.
Achieving and maintaining lasting financial success is not an accident. You have to plan for it. Let’s plan together.
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.