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Our Mission

Why We're Different

Lauber Financial was created to provide a better experience for our customers. We deliver personal risk, retirement, and financial planning services through a network of independent financial planners and alliances.

I am proud to work with a network of independent professional advisors across the country and my family. My son, Jordan is a Financial Planner serving individuals, business owners and their employees. He is focused on delivering risk based financial planning to individuals and has been extremely successful in working with privately owned companies and their employee financial wellness programs. Courtney, my daughter, provides marketing and social media support to our advisor network and is constantly looking for ways to improve our advisor & customer experience. Her communication background is helping us convey the need for integrated tax reduction strategies & financial planning to people at all stages of their lives.

We are affiliated with Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor to provide personal risk, tax reduction strategies and financial planning for professional athletes and entertainers.

Our advisors are independent financial planners with specialties in specific areas allowing us to draw upon their expertise to help our customers. By leveraging their talents and working as a team we can deliver a better outcome and save our customers time. Imagine working with a team that has a common goal – yours. Most people juggle 3 to 4 “financial” people consisting of an insurance agent, tax preparer, investment advisors or wealth manager that are not integrate or even communicate your goals and dreams to each other.

After spending 35 years helping thousands of financial advisors and tens of thousands of their customers I wanted to deliver a better risk-based financial planning model that had fee transparency, total independence, and combine it with tax reduction strategies. This cannot be done without true independence and a team approach to your financial needs. If you’d like to work with a team of professionals that are aligned with your goals and dreams and can deliver a better experience we’d welcome the opportunity to earn your business. Thank you

Brian J. Lauber, CLU, ChFC President & Founder Lauber Financial

One of our primary goals is to develop a long-term, trusting relationship with you.

Business Owners

We create strategies that are tailored to your needs and goals.

Individuals

Years of experience have prepared us to guide you through your life transitions.

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