Lance Ludwig (CFP®)
Planning SpecialtiesWe specialize in deep ongoing comprehensive financial planning. We offer investment management and tax preparation services for our ongoing financial planning clients as well.
Additional InformationWith over six years of experience as a CERTIFIED FINANCIAL PLANNER professional, I have a passion for helping clients grow as stewards of the resources God has entrusted to them. I work with families and business owners with the aim of enhancing all the primary financial areas, such as cash flow, insurance, tax, investment, retirement, and estate planning. If it has a dollar sign in front of it, I am here to help. As a financial advisor I walk clients through a financial planning process to help us all identify and understand their values, needs, goals, and priorities. The power is in coordinating expert guidance through every area of one's financial life. Our aim is to provide ongoing guidance and support for life. Lifelong guidance creates confidence and frees clients to focus on the things that matter most such as making an impact in their family, church, and community. Ultimately, we long to hear God say, "well done good and faithful servant."
NAPFA Start Date
November 07, 2023