What We Do
At Luebeck Wealth Management, we utilize a service model centered around a "Strategy First" approach. This means we work to fully understand your financial goals and priorities while coming alongside you to develop an objective financial plan. Our plans incorporate the following essential elements:
- Insurance Planning/Risk Management
- Investment and Accumulation Planning
- Partnering with you and your CPA for Income tax planning
- Retirement planning
- Efficient distribution strategies
- Tax friendly distribution
- Estate Planning
We bring these elements together to build a strategy that meets your needs and goals while empowering you to make the right decisions for your future. This model allows us to build a relationship that facilitates the constant monitoring and updating of your plan, ensuring it stays a relevant blue print for you to follow.
We understand how difficult it can be to find the time to adequately prepare for and stay on top of your financial strategy. Today’s world is demanding more and more of our precious time, leaving many families and individuals without proper financial planning. Add to that the fact that life can change at the drop of a hat, many people find themselves wishing they had worked their plan sooner.
This is what we do. We work with individuals and families to build a strategy they are confident with. Our service models are customizable, and are built to help us serve everyone from the individual seeking to solve one issue all the way to a family looking for a comprehensive financial plan. You chose how we work together. Our services includes regular scheduled meetings throughout the year to ensure that your strategy stays up to date and accurately reflects your current situation.
The best part of our service model is that we provide you with objective advice as we build your strategy. That means that, after we present your strategy, you can either choose to implement the recommendations with us, or with another adviser of your choosing. Why might we do this? It’s simple really. We’re here to earn your trust, give you the best advice we can, and serve.
Contact us today for an introductory meeting at no cost or obligation.