Lamke Financial LLC offers financial planning and investment advice to individuals and families. Michael J. Lamke, a Certified Financial Planner and CPA, is the principal owner and has over 30 years of experience. Services include asset allocation, retirement planning, estate planning, and tax planning. Investment advice covers mutual funds, ETFs, bonds, individual stocks, and real estate. Clients execute all transactions themselves through discount brokers.
Fee Structure
Financial Advice Based Upon a Block of Advisor Time: Under this subscription approach, up to 12 hours of annual advisor time will be available for an annual fee of $1,500. This represents a 35% reduction on the normal hourly rate. For clients requiring more than 12 hours of annual advisor time, other subscription plans are available. This offer is only available to clients who have already purchased a comprehensive financial plan. The 12 - hour annual block of advisor time is available only for the current calendar year and unused hours at December 31, do not carry over to the following year. Scheduling of the advisor’s time is the responsibility of the client.
- High Level Review: A high-level analysis of the client’s overall financial condition will be performed. The fee for this service is $1000-$1,500 depending on the complexity of the client’s financial situation.
- Comprehensive Financial Plan: The cost of the comprehensive plan normally falls in the $3,000 - $4,500 range. Particularly complex plans may be more.
- Meetings and Miscellaneous Advice: These services will be charged at the $190 hourly rate