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.