Lauer Wealth

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196 E 112 S
Valparaiso, IN 46383
+1 (219) 510-5065
https://www.lauerwealth.com

Lauer Wealth, located in Valparaiso, IN, is a fee-only investment advisory and financial planning firm dedicated to helping clients navigate a wide range of financial issues, including investment management, cash flow planning, and tax strategies. They emphasize customized financial plans and maintain a fiduciary responsibility, ensuring that they act in the best interests of their clients without engaging in commission-based products.

The firm offers a specialized Lifetime Cash Flow Plan, providing year-by-year forecasts to assist clients at various life stages, from those just starting their financial journey to experienced retirees. With a team of credentialed professionals, Lauer Wealth focuses on objective advice and integrity, closely collaborating with clients on critical financial aspects, including tax planning, despite not being an accounting firm.

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United States›Indiana›Valparaiso›Lauer Wealth