Our Services

We begin our client relationships with a confidential, no-obligation conversation to get to know each other, ascertain your current financial condition, learn about your future goals and challenges, and explain how we work with our clients. Based on our initial conversation, we will determine together what approach best meets your needs.

Signature Financial Planning
Our Signature service provides comprehensive, hands-on financial planning, unlimited on-demand support, and a full suite of tools, including tax and estate planning assistance, for clients seeking a high level of customization and engagement.

Essential Financial Planning
Our Essential service offers streamlined financial planning and investment management with annual reviews and foundational support for clients seeking core guidance at a lower cost.

Estate Planning*
Estate planning support* is available to ensure clients’ legacies align with their goals.

Tax Preparation*
Tax Preparation: Tax preparation assistance* is available to help clients navigate filing requirements and optimize their tax strategies.

* Estate Planning and Tax Preparation are optional services available for additional fees. Neither Lauer Financial nor Cambridge provide tax or legal advice. Please consult a legal or tax professional for specific legal or tax advice.