Derek A. Lemke

Background

About Derek A. Lemke

I seek to provide "Holistic Financial Planning" working with successful individuals and business owners. My "fee-based" practice is built on a commitment to well-tailored strategies designed to assist my clients reach their goals. My concern for my clients overall well-being has enabled me to build long-lasting relationships. I work with my clients to develop strategies in the following areas-Financial and Estate Planning Strategies -Investment and Retirement Strategies -Asset Accumulation,Wealth Management, and Income Planning -College Planning Strategies -Life, Disability, and Long Term Care Insurance. Derek A. Lemke, CFP® Financial Planning & Portfolio Consultant CFP® and CERTIFIED FINANCIAL PLANNER (TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.