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Providing Services Since 1999
Your Retirement Income Planning Specialist!
PROFESSIONAL SERVICES
- Monthly Systematic Investment Programs
- Retirement & Estate Planning
- Long-term Care Planning
- Life Insurance - Term & Cash Value
- Health Insurance & Long Term Disability Insurance
Offering commission, fee-based, or hourly rate planning alternatives
Click here for a current fee schedule.
MISSION STATEMENT
- A trusted advisor providing understandable solutions, with eternal purpose and hope in mind.
BUSINESS PHILOSOPHY
My mission as your personal investment representative is to provide understandable solutions based on your individual values, goals, and objectives. I believe in long-term relationships, uncompromised quality and a high standard of honesty and integrity.
I strive to help people prepare personally and financially for the different phases of life. My goal is to provide security and peace of mind for my clients, as I aspire to be a trusted and reliable resource.
If you want to work with an investment professional committed to you and your family, please feel free to contact me for a complimentary consultation to determine if I can provide value or a second opinion of your current portfolio.
Have a blessed day!
John M. Lugauer, CFP® , RFC® CERTIFIED FINANCIAL PLANNERTM Practitioner Registered Financial Consultant
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Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a Registered Investment Advisor, is not affiliated with Kalamazoo County State Bank. Securities, advisory services and insurance products are offered through ICA and affiliated insurance agencies and are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or its affiliates *subject to risks including the possible loss of principal amount invested.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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