Lamke Financial LLC
Hourly Planning & Investment Guidance
mobile: 636-779-6699
email: lamke.financial@gmail.com
A better approach to Financial Planning & Investment Guidance
Transparent. Affordable. Objective.
Welcome to Lamke Financial LLC. We are a fee for service financial planning firm based in Wheaton Illinois. Integrity and Trust describes what you will experience in your relationship with us. All of our recommendations are developed by a CFP®, CPA professional and reflect an unwavering commitment to objectivity. We have a deep knowledge of complex financial topics, but are able to explain subjects in a clear, straight forward manner. You will realize early on that you have found an advisor that is your partner. A partner that will take the time and make the effort that is necessary to ensure that you understand your financial situation and the recommendations being offered.
At our firm, you will find a welcome alternative to the standard fee model used by most financial companies. The value proposition is simple, but powerful; we offer a fee for service model, where you pay only for the time we spend serving you and nothing else. This approach safeguards objectivity, maintains trust and minimizes costs. See our fees section to learn more and find out why we think this approach is in your best interest and superior to other models such as an Asset Under Management (AUM) approach.
We realize that discussing finances is not a particularly enjoyable activity and given the fast pace and demands of life, it is probably far down on your list of other priorities. However, a comprehensive financial plan customized for your unique needs and circumstances and prepared by a competent financial professional is crucial to your success and your family's future. Our firm has the professional expertise and experience to successfully guide you down that path and do it in a manner that is understandable and transparent.
The uneasy feeling of not knowing where you stand with your financial situation is replaced by the confidence a solid plan and ongoing relationship with a professional can bring.
Click icon below to schedule your complimentary get acquainted call.
Choosing the right financial advisor can be challenging. You probably have questions. Let's answer a few up front:
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What is your team's experience/qualifications?
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Why is it important for my financial advisor to be a Fiduciary, CFP® and licensed CPA?
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Can you help me successfully plan for retirement?
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How will I benefit from hourly planning and investment guidance?
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What financial areas are included in your services?
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Can you give me guidance with my investments?
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How do we start working together and what are the various steps?
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Other questions? See our FAQs.
We are here to educate and develop solutions, not to judge. The uneasy feeling of not knowing where you stand with your financial situation is replaced by the confidence that a solid financial plan and ongoing relationship with a professional can bring.