We Make Investing Less Taxing™.
What does that mean?
It means creating a plan that allows you to focus on what matters to you, instead of focusing on the daily ups and downs of the financial markets.
It means taking the weight of investing off your shoulders because you know that your advisor puts your interests first and strives to do what is right for you.
It means having access to the Lauterbach tax planning experience.
It means having someone to assist you in making the financial decisions that serve you best.
We invite you to explore our website and then give us a call.
Let us Make Investing Less Taxing™ for you.
Latest Articles and Videos from our Blog
- 27 August 2015 Webcast Recording: Testing Your Mettle: Headlines, Market Swings and Your Financial Plan with Larry Swedroe and Jared Kizer
- 20 July 2015 Jon Sonnen & David Lindau recognized as lifetime members of the Texas Society of CPA’s
- 07 July 2015 Morningstar: DFA’s Disciplined Approach Earns It a Top Mark.
- 03 July 2014 What Kind of Risk is Present in Municipal Bonds?