The Lubitz Financial Group

Description

• A goal without a plan is just a wish. Let us help. You need the right partner to navigate your financial journey and manage the wealth you have worked so hard to build over the years. Or, perhaps you are just starting out. With shared vision, we warmly welcome the opportunity to help you and/or your family in achieving peace of mind related to wealth and life transition planning. As expert listeners, we want to hear about your aspirations, issues, and what you value most. We find that we deliver special personal financial planning value to clients who are in transition phase of their lives, whether it be a sudden family member death and inheritance, a divorce, a retirement, career change, or move to our city or country. We invite you to experience this difference and to be part of a process and culture that sets the bar for proactive financial planning. Both our clients and we feel fortunate to be working together toward comprehensive solutions in a nurturing environment to address their concerns and needs. As fiduciaries devoted to our clients best interests, we believe that our business should be more than just a money making machine. We encourage learning and development among our employees, provide a service to our clients by giving them the best-in-class expertise and prompt responses to their questions, and provide a service to the community by promoting ethical attitudes and caring deeds. As an independent Registered Investment Advisory (RIA) firm, we are free of conflicts of interests and are on the same side of the table as our clients, providing them with fee-only financial planning and wealth management services at an optimal cost. We look forward to being with you every step of the way on your financial journey through lifes stages! Please contact us to start the conversation. Our phone is 305.670.4440 or email us at Advisors@LubitzFinancial.com.
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  Headquarters:9350 South Dixie Highway , Miami, Florida, United States

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  Phone Number: +1 305-670-4440

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  Website: https://www.lubitzfinancial.com

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  Employees:7

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  Revenue:$1 - 10M

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  Legal Name:The Lubitz Financial Group

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• |  NAICS Code: 523930  |

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