Lamke Financial LLC

OUR MISSION

PROVIDE COMPREHENSIVE FINANCIAL PLANNING SERVICES

This is achieved by crafting a customized financial plan, created by an advisor who is both a CFP and CPA, which includes a detailed review of every aspect of your financial situation. It encompasses not only investment management, but also tax minimization strategies, a sustainable assets withdrawal design (to ensure your money lasts throughout retirement), estate planning, funding for significant expenditures, and other important financial planning considerations. The result is a durable and flexible plan.

PRODUCE UNDERSTANDABLE RESULTS AND RECOMMENDATIONS

A financial plan has little value if you can’t make sense of it. Time is invested to explain every detail of your plan and how each piece fits into the overall design. Recommendations are specific, easy to comprehend and actionable.

MINIMIZE FEES

The value proposition is simple, but powerful; we offer a true fee for service model where you pay an hourly fee only for the time we spend serving you and nothing else. Our rate is typically significantly lower than other hourly fee financial planners.

Typical fee models charge 1% or more of Assets Under Management (AUM) annually and can easily absorb 30% or more of a client’s portfolio over the length of a typical retirement. Our cost-conscious approach provides superior value and ensures that exorbitant advisor fees do not jeopardize the success of your financial plan.

BE A TRUE FIDUCIARY

We do not sell products or receive commissions. Our compensation comes solely from our clients. This model avoids all conflicts of interest and results in the confidence that your interests are truly our top priority.