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Starting Things Off with "Strategy First"

At Luebeck Wealth Management, we utilize a service model centered around  "Strategy First". This means providing counsel to create a clearly defined path toward your priorities, goals, and dreams.  

 

Our plans incorporate the following essential elements:

• Investment and Accumulation Management

• Goal setting around Net Worth growth

• Risk Management and Insurance Alignment 

• Coordination with you and your CPA for Income Tax Planning *

• Coordination with you and your Attorney for Estate Planning *

• Retirement income strategies focused on tax efficiency distribution of assets

• Focused ideas on creating your ongoing Legacy

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. 

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Individuals

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 choose 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 have the option to choose how you implement your action. Why might we do this? It’s simple really. We are here to earn your trust, give you the best advice we can, and serve your legacy.

Contact us today for an introductory meeting at no cost or obligation.

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Businesses

We realize the cost of both employee benefits as well as employee turnover. We want to work with you to retain your most valued asset, your people. Let us help you create a benefit strategy that shows your employees how much you care about their families and livelihood while moving your business to the next level.

We are here to help you and your business design and implement unique company retirement plans, executive bonus structures, employee benefit plans, and tax advantage strategies. We do this by providing comprehensive planning services and education opportunities for you and your employees one-on-one.

Our philosophy is to implement strategies with the companies we work with, not products. Having full access to the financial services marketplace, we are able to present unbiased advice specific to your company’s unique situation. We want to create real relationships based off of value, trust and an integrated strategy.

Contact us today to learn about the strategies on how we have helped other companies and their employees.

*This is a complementary service

*This is a complementary service