Lagerborg & Associates

Please welcome our newest Lagerborg & Associates team member, Bryan Sharp! As a new member of our Client Experience team, he will be supporting our clients as they work towards their goals. We're grateful to have you, Bryan!

Cheers to our incredible community of clients and team!

Northwestern Mutual Annnual Conference, here we come. 🙌🏼

Your legacy is about more than just transferring wealth. It’s about helping your heirs carry on what’s important to you. Follow these steps and reach out to our team to get started.

https://www.lagerborgandassociates.com/team.htm

"EMPOWERING COMMUNITY is our vision at Lagerborg & Associates.

To us that means giving back.

That's why we are grateful for the development of our partnership with International in our work with families in Las Cruces, Guatemala. With our team of volunteers, we were able to identify two children who were malnourished when we began our journey of health tracking our 24 sponsored children in 2022.

Now those two children are on track for growth with increased support for their families throughout the year! Giving back by empowering justice, sanctuary and nourishment for the community of Las Cruces, we will be able to train staff on the ground in Guatemala how to track for physical growth development, thus impacting over 300 children in the community center.
"

Our team at Lagerborg & Associates can help you develop a strategy to preserve your legacy, so you won’t have to worry. Find out more in this Forbes article: https://www.forbes.com/sites/insights-northwestern-mutual/2021/12/07/millennials-are-missing-an-essential-ally-in-wealth-planning/?sh=3df7c5126fb0

Please help us recognize Whittney RoJo on completing 2 YEARS with Lagerborg & Associates!!!

Whittney is a Private Wealth Advisor and our Planning Coordinator who specializes in supporting leaders who value social impact investing and first generation wealth builders to protect and grow their generational legacy.

A former consultant in education, Whittney is leading the charge with partnerships between organizations, companies and local partners as we empower community together. Our team, our clients, and our world is better for the work that she does to serve others.

This week we highlight Andy Groeger for completing 2 YEARS with Lagerborg & Associates!!!

Andy is a Private Wealth Advisor who has over a decade of experience in the financial field and specializes in affluent families and business owners moving towards the distribution phase of their lives.

A former Army Ranger, former president of his local Rotary Club, and new grandpa, Andy knows how to identify goals and execute with precision. We are blessed to have him creating a safe and sophisticated environment for clients to thrive. One of the ways Andy empowers community outside his finance savvy techniques is through developing a mentoring program for young men in rural Guatemala. Thank you for ALL you do, Andy!

It’s true—79% of wealth creators and 82% of heirs felt better after discussing their legacy. If you’re ready to feel better about your legacy, let's start the conversation. For help getting started, check out this insightful article: http://www.forbes.com/sites/insights-northwestern-mutual/2022/12/06/5-steps-for-starting-a-legacy-conversation-with-your-family/

How far do we go to Empower Community?

We cross international borders! Project Guatemala is near to our hearts. Thank you for joining us in furthering our relationships with the beautiful community of Las Cruces, Guatemala.

"Only 37% of affluent families have an estate plan."

Planning your legacy represents an opportunity to bring your family closer together. Because planning for your legacy is multifaceted and can be complicated, we’ll work alongside you to achieve your goals.

Take a moment to celebrate the brilliant on completing 10 YEARS with Lagerborg & Associates!!!

Erica, our Director of Strategic Development, is an asset to any room she is in, and we are blessed to have her empowering our team.

https://www.lagerborgandassociates.com/team.htm

How do taxes fit in YOUR financial plan?

At L&A, our advisors work closely with your CPA to employ sophisticated tax strategies.

https://www.lagerborgandassociates.com/services.htm

At Lagerborg & Associates, we are thrilled to receive the top recognition at our umbrella company for 5 STAR!

Helping YOU thrive is what makes thriving as a team possible. Time to celebrate.

https://www.lagerborgandassociates.com/team.htm

We're hiring!

The position is in Investment Operations. We’re searching for a candidate that is ethical and hard-working. If you know any clients/friends/family that could be a good fit for our team, we would love to interview them.

Please direct all referrals to Sarah Rodriguez at [email protected].

Thank YOU.

Another year, another success! At Lagerborg & Associates, we extend our vision of Empowering Community beyond borders with our Project Guatemala initiative. Our relationship with the beautiful community of Las Cruces continues to flourish as we encourage each other to thrive.

None of this would be possible without our committed team and caring clients. We are so incredibly grateful!

To learn more about how we give back: https://www.lagerborgandassociates.com/community.htm

Great first day. Enjoyed playing soccer and hanging with the kids and their families!

4 am smiles. Off to Guatemala L&A goes! Thank you to everyone that supports L&A and our project in Las Cruces.

We're hiring!

Lagerborg & Associates is seeking to hire a hard-working, well organized, investment focused service coordinator for our team. We are searching for candidates that are caring, resourceful, trustworthy and committed. If you know any friends/clients that might be a good fit for this role, we would love to meet them.

Please direct referrals to Sarah Rodriguez at [email protected].

Looking forward to it!

Prep, prep, and more prep!

With just a few weeks until our annual trip to Guatemala, the Lagerborg & Associates team has been hard at work preparing all the items we enjoy giving to each of the kiddos we sponsor. With support from our wonderful clients, each child receives a backpack which holds some essential hygiene products, school supplies and, of course, some fun toys to play with. Each child also receives a new pair of shoes and socks among other things that are not as easily accessible in their community.

We are so grateful to serve as an influence in their lives!

Did you know planning for our annual trip to Guatemala begins as early as October?!

We take pride in our thoughtful approach to meet the needs of the children we sponsor in Las Cruces while simultaneously allowing our amazing clients the opportunity to join us in our efforts to give back to a great community.

Pictured is L&A Insurance Coordinator, setting up the Giving Tree for the Guatemala table on display at our Client Appreciation event.

Three weeks until we're on the ground in Guatemala!

Preparations for Guatemala are well under way!

Pictured is our Guatemala Project Lead, with some of the items that we will bring to our sponsored kiddos and their families. Every year during our trip, Lagerborg & Associates team members take note of the items our kiddos and their families lack or do not have access to so we can work on making that available to them. We also like to include toys and treats that kids do not commonly receive in Guatemala.

What better way to engage our vision of Empowering Community by starting off the year serving others!

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what's actually included in a plan and how Lagerborg & Associates can help you reach your goals in 2024.

Cheers to a New Year!

What Is Included in a Good Financial Plan? The term “financial plan” can mean different things to different people. Learn what is included in a financial plan and how a plan can help you.

Cheers to 2023!

Celebrating our tribe with a sushi lunch, ornament exchange, and silly outfits! Lagerborg & Associates is incredibly grateful for our community: our clients and our tribe.

Can't wait to see what 2024 brings.✨

All hands on deck!!

Our tribe tested out our sea legs at a local Pirate Escape Room and man, did we thrive. Look out world, we have a killer team on land and, apparently, out at sea!

Sharing is caring!

We were honored to represent Lagerborg & Associates at the 2023 Forum Symposium, which represents the 200 largest balanced practices at Northwestern Mutual.

Incredible speech, Dan. You rocked it!

Cheers to our Tribe!

We had a wonderful time showering gratitude on our team and their families at our 2023 Annual Retreat at the Broadmoor!

Team, thank you for all you do to bring our Vision of Empowering Community to life.