About Lauterbach Financial Advisors Consulting company in El Paso, United States
Lauterbach Borschow amp; Co has over 60 years of tax planning experience. We work together to integrate our clients tax planning and financial planning.
Buckingham Strategic Partners provides operational support; tested evidence-based investing tools; and access to nationally-recognized thought leaders and experts in various fields.
As independent fee-only investment advisors we have access to just about all of the investment products available in the market. However only a few match our investment principles. When and/or if our Investment Committee finds another fund family or investment vehicle we evaluate it to determine its applicability.
Below youll find some of the fund companies whose products we use as building blocks for our clients portfolios (and our own).
Over time weve created deep-rooted relationships with many of the worlds top custodians. Their job is to hold our clients assets provide online account access prepare statements facilitate trading activity and provide reports to tax authorities (like 1099 forms for example) among other activities. All of our clients accounts are in their own names which provides them with the security and flexibility of accessing their accounts and balances at any time.
Additionally thanks to our membership in the BAM ALLIANCE our custodians provide many of their services at significantly reduced rates when compared to the prices they charge to the general public.
Most of our team members are involved in organizations that provide opportunities for continuing education and the advancement of knowledge in their areas of expertise. These organizations are also a reflection of the values and priorities of the firm.
