Lauer Wealth

Lauer Wealth is a fee-only investment advisory and financial planning firm based in Valparaiso, Indiana. We believe in personalized, client-centered wealth management, focusing on building customized lifetime cash flow plans to help you achieve your financial goals.

Our Team of Professionals

Our team is comprised of experienced and certified professionals, including a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA). We are fiduciaries, legally bound to act in your best interests and prioritize your needs.

Our Services

We offer a comprehensive range of services to meet your individual financial needs, including:

Wealth Management

• Customized investment management
• Portfolio analysis and review
• Retirement planning and analysis
• Estate and legacy planning
• Tax planning and optimization

Financial Planning

• Lifetime Cash Flow Planning - a year-by-year forecast that details your income and expenses to help you achieve your financial goals.
• Personal cash flow planning and budgeting
• Debt management and consolidation
• Retirement planning and analysis
• Business planning and valuation

Our Commitment to You

At Lauer Wealth, we are dedicated to providing personalized, comprehensive wealth management services with a focus on open communication, transparency, and collaboration. We believe in building lasting relationships with our clients and working with them every step of the way.

Our Core Beliefs

Our approach to wealth management is guided by core principles of:

• Fiduciary Responsibility: We are committed to acting in your best interests.
• Transparency: We believe in clear and open communication.
• Client-Centricity: We prioritize your needs and goals.
• Integrity: We adhere to the highest ethical standards.
• Sustainability: We advocate for responsible investing and financial planning for the long term.

Ready to Take the Next Step?

Contact us today to schedule a complimentary consultation and learn how Lauer Wealth can help you achieve your financial goals and secure your financial future.