Frequently Asked Questions

We work with individuals and families who value meaningful relationships and thoughtful planning. Many of our clients are retirees, pre-retirees, business owners, and multigenerational families seeking guidance that honors their values and legacy. 

As a family-founded firm with deep roots in Lincoln, Nebraska, we work exclusively with clients who come to us through trusted introductions. If you think we might be the right partner for your financial planning needs, we’d love for you to reach out through someone in our community who knows us well and can make a personal introduction. 

We don’t believe in one-size-fits-all thresholds. If you’re looking for a professional partner to help you navigate life’s financial decisions, we’re happy to start the conversation.

Yes, in advisory relationships. As advisors affiliated with LPL Financial, we are committed to acting in your best interest. Your goals, values, and well-being guide every recommendation we make.

We offer transparent, fee-based services. Our compensation structure is designed to align with your success—not product sales or commissions.

It’s a conversation, not a presentation. We’ll ask about your goals, your story, and what matters most to you. No pressure, just a chance to get to know each other.

You’ll have a dedicated advisor, supported by a close-knit team. We collaborate behind the scenes to ensure you always feel supported and informed.

We tailor our communication to your preferences. Whether you prefer quarterly check-ins, monthly updates, or just a quick call when something changes, we’re here when you need us.

Yes. We take your privacy seriously. LPL Financial uses industry-standard security protocols to protect your data, including encrypted systems and secure facilities. Learn more https://www.lpl.com/disclosures/privacy-security.html.

To us, legacy-minded planning means helping you make decisions that reflect your values, support your loved ones, and create lasting impact. It’s about more than money; it’s about meaning.

Yes. We often collaborate with estate attorneys and other professionals to help you navigate wills, trusts, and legacy planning. Our role is to ensure your financial strategy supports your long-term wishes.

Absolutely. Many of our clients involve their children or grandchildren in planning conversations. We’re here to support your whole family, now and in the future.

That’s perfectly okay. Our first meeting is simply a conversation. No pressure and no paperwork, just a chance to see if we’re a good fit.

Yes. Whether you're near or far, we offer secure virtual meetings to make connecting with us easy and convenient.

We’re relationship-first. That means we listen before we advise, and we walk with you through every stage of life. Our team is known for being responsive, compassionate, and deeply committed to your family’s financial well-being. 

We don’t just manage assets—we help you build a legacy that lasts.

Just reach out. Whether you're ready to begin or simply exploring your options, we're here to listen and guide you.
📞 (402) 243-1200
📧 info@laufg.com
📍 Lincoln, NE
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