Brett D Lauinger, CLU®, ChFC®, CFP®, CASL®

Wealth Management Advisor

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.

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Medicare is not intended to cover all of your health care costs in retirement. Download this white paper to understand its four main parts and what it does and does not cover.

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What’s Fueling Recent Market Turbulence?

In this month’s podcast our experts share their thoughts on what’s causing the turbulence and how poised the U.S. is to weather the storm.

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How Asset Allocation Can Impact Your Investment Strategy

This short video illustrates why it’s important to spread your investments across various asset classes.

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