Our Services Some of the specific topics about which clients seek our assistance include: Risk Management Life Insurance Disability Insurance Long-Term Care Planning Employer Benefits Analysis (Life, Health, Disability, etc.) Wealth Accumulation Stocks, Bonds, ETFs & Mutual Funds IRA's, 401(k), 403(b)'s & other retirement plans 529 Education Funding Tax-Deferred Annuities Retirement & Income Planning Guaranteed Income Sources Social Security & Medicare Required Minimum Distributions Investing for Income How to Avoid Outliving Assets Long Term Care Planning Wealth Transfer Gifting Strategies Wills, Trusts & Estate Planning* Charitable Giving Business Interests Retirement Plans Benefits (Life, Health, Disability, etc.) Deferred Compensation Key-Person Protection Executive Fringe Benefits Succession Planning * Neither Lauer Financial nor Cambridge provide tax or legal advice. Please consult a legal or tax professional for specific legal or tax advice.
