Broker Check
We're looking forward to our meeting with you!

We're looking forward to our meeting with you!

Congratulations! You've taken a first step toward financial success. We look forward to getting to know you and seeing how we might be able to help you on your journey.

Please click the Initial Meeting Questionnaire button below. It's quick, very high-level, and doesn't require detailed information. But, by taking a few minutes to complete it, you'll provide us with a sense of your current situation and your future goals and concerns. That way, we can spend most of our time together giving you feedback and thoughts on whether/how we can be of assistance to you.

Thank you for your interest in Lauer Financial. We hope this is the beginning of a great partnership!

Best regards,

Dan & Natasha Lauer

Initial Meeting Questionnaire