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Our Firm

Lauer Financial seeks to assist our clients in every aspect of their financial lives. We provide the most personal service available and have earned a reputation for excellence in our industry. We seek to help each of our clients create financial stability and security in order to achieve and maintain financial independence.

Our Commitment

We are experienced professionals with a "hands on" approach to financial guidance. Not only will you find us knowledgeable, but you will also discover that we truly care about making your dreams a reality. As your financial advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Investment Philosophy

Attempts to “outsmart” the market or pick hot stocks are extraordinarily unlikely to succeed over time. We recommend cost-effectively capturing market returns through a portfolio designed to achieve your goals while seeking to protect your principal. First, we help you protect yourself against the things that can go wrong in life so that you can invest in all the things that can go right. Next, we help you identify your investment goals and select a broadly diversified, cost-effective investment portfolio to pursue those goals. Once your investment strategy is implemented, the most important service we provide is ongoing education and coaching to minimize the real threat to successful investing: undisciplined investor behavior.

Our Principle

Our company is based on the principle that we can best help you make prudent decisions about the future only after fully understanding your current financial situation and educating you about the options available. If you have any questions about your current financial situation and wish to schedule an initial consultation with no further obligation, please click here. Of course, you are also welcome to send us an email or give us a call at (312) 880-7798.