Broker Check

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

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.