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Home > Financial Services > Accountants > Lautze & Lautze CPAs & Financial Advisors
Lautze & Lautze CPAs & Financial Advisors
Lautze & Lautze CPAs and Financial Advisors, was created in January 2001 to ensure that your tax planning needs are in harmony with your personal and business financial planning needs. The L&L Financial Edge and Lautze & Lautze possess and practice a team approach when working with you. They coordinate efforts to ensure that your financial plan is designed to match your specific financial needs, and with the forethought of current and future tax implications.
When they begin to work with a new account their professionals do not begin with individual investments, they begin by developing a financial plan. Their clients range from independent business owners to senior executives.
Preparing for the future means more than just investing, it means establishing and implementing an individualized investment strategy. They assess your finances and your financial goals and together they will develop an investment plan that works for you. They provide an asset allocation model and target return based on your risk tolerance, time horizon and tax bracket. When you request it, they will assist you with specific investment recommendations.
Estate planning can be a very delicate and sometimes overwhelming process. They understand both the personal and financial concerns associated with estate planning. Their professionals work closely with you to fully understand your estate planning needs.
They work at your pace to design and implement a plan that distributes your accumulated assets as you wish. Whether they are advising you on a simple will or multi generational trusts and charitable planning, they inform you of the different methods that eliminate probate issues, reduce estate taxes and create a solid family estate plan.
There are many elements that contribute to a successful business succession plan. The L&L Financial Edge will assist you with the process of developing an exit strategy from your closely held business in the event of retirement, disability, divorce or death. Their assistance includes individualized buy-sell agreements, employee stock purchase plans and preferred compensation plans.
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