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The Best View
Comes After the Hardest Climb

RETIREMENT + FINANCIAL PLANNING

What We DoDesign. Implement. Monitor.

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As an independent practice we are dedicated to serving you. We believe that creating balance in your financial plan is key to helping you achieve your financial goals. Through an integrated approach to financial planning we are able to effectively address your goals, and construct sound financial and investment plans through an all-encompassing lens.

Forging A Path Together

What can we help you with?


Financial Planning Process


Our Financial Planning Elements provide a holistic approach to help you meet your financial goals. These elements include but are not limited to:

  • Investment Management / Wealth Management
  • Protection Analysis / Protection Planning
  • Education Funding Analysis
  • Retirement Planning
  • Estate Plan Analysis
  • Client Education Plan
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Planning Services


Families and Individuals
We understand that our clients are looking for trusted professional advice to guide them through investment choices, retirement, tax strategies, and estate and legacy planning.



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Investment Management


Our investment approach begins with a financial analysis and written investment policy statement. For our advisory clients, we personally help you implement a defined asset allocation strategy and select an appropriate portfolio model and investment manager.

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Who We AreA Team Working Towards Your Goals

At Lerner Financial, we help individuals, families, and businesses obtain confidence regarding their financial futures with personalized strategies and a focus on transparency. Our team, with over 20 years of experience is dedicated to providing financial confidence through thoughtful planning, growth-driven strategies, and exceptional service.

InsightsKnowledge Library

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Money that Buys Good Health is Never Ill Spent

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.
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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
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Contact UsIf You Can Dream It, You Can Do It

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