Services

Comprehensive Financial Planning Services

 
Lampe & Son Wealth Management asset management process:
 
1.                   Define scope of engagement with client
2.                   Learn about the client and the client’s goals
3.                   Educate the client
4.                   Answer client’s questions and resolve concerns
5.                   Analyze financial and personal client information
6.                   Prepare strategies and personalized plan for the client
7.                   Review plan with the client and get approval
8.                   Implement the plan with the client
9.                   Measure, monitor, manage, and report to client
10.                 Implement periodic updates and rebalancing
 

Investments

  • Actively Managed Portfolios - Strategic and Tactical portfolio's
  • Income Producing Investments
  • Non Correlating Asset Classes
  • Protecting Your Principal
  • Organizing Your Investment Information

Retirement Planning

  • Social Security & Company Benefit Coordination
  • 401K Rollover Planning
  • Analysis of Pension Options
  • Realistic Goal Setting

Insurance Coverage

  • Life Insurance
  • Long Term Care - Health or Life Based coverage
  • Medicare Supplements
  • Burial Policies
  • Review of Existing Policies

Estate Planning

  • Coordination of Legal Documents
  • Beneficiary Reviews
  • Wealth Distribution to Family or Charity

Tax Planning

  • Tax Return Review
  • Strategies to Reduce Tax Burden