Company Info

Company

Luebeck Wealth Management

Contact Person

Lisa Hager

Company Address

1700 W 82nd Street

Company City

Bloomington

Company State

Minnesota

Company Zip

55431

Company Phone

5079956474

Company Website

http://www.luebeckwealthmanagement.com

Description

Our focus is to help you and your business design and implement unique company retirement plans, executive bonus structures, employee benefit plans, and tax advantaged strategies. We do this by providing comprehensive planning services and education opportunities for you and your employees one-on-one. Our philosophy is to implement strategies with the companies we work with, not products. Having full access to the financial services marketplace, we are able to present unbiased advice specific to your company’s unique situation. We want to create real relationships based off of value, trust and an integrated strategy.

Scopes of Work

Scopes of Work

Finance

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.