Dan & Natasha Lauer

Dan Lauer [ChFEBC℠, JD, CFP®, ChFC®] & Natasha Lauer [ChFEBC℠, JD]

444 W Lake Street
Suite 1700
Chicago, IL 60606

Original Certificate Date: 8/6/2020

ChFEBC℠ Number: Dan D20C05L70 Natasha N02C0L507

Organization: Lauer Financial LLC

Broker Dealer: Cambridge

Phone: 312-880-7798 ext. 402

Email: info@lauer-financial.com

Website: www.lauer-financial.com

States Currently Licensed: IL, AZ, CA, CO, CT, DC, FL, GA, IN, MD, NC, OH, OK, PA, TX, VA & WI

State Insurance License #: Dan 8008998 Natasha 8686937

CRD #: Dan 4738928 Natasha 5022701

CFP #: Dan 131004

Primary Insurance: We use a variety of carriers based on situation, including MassMutual, Principal, MetLife/Brighthouse, Lincoln Life, Protective, Banner and more

Primary Investment: Vanguard, DFA & AQR

Services: Comprehensive financial planning, retirement income planning and Long-Term Care planning

Additional Information: As independent financial advisors, we have no obligations to any banks, insurance companies or investment firms to recommend their products. We partner with our clients to develop not just a plan but a relationship focused on helping you achieve your goals