Michael Lamsfuss,
Agent, Investment Adviser Representative
Investment Adviser Representative
Background
Michael Lamsfuss is a financial services professional who specializes in retirement planning with an emphasis in wealth transfer. Michael Lamsfuss’ specialties include, solving planning problems faced by traditional micro retirement strategies and supplemental retirement plans for highly compensated employees or business owners. Prior to the financial industry, Michael Lamsfuss was a consultant in the computer engineering field.
Honors
· Life AllStar Award (2008)
· Career Life Producer Award (2007)
· Career Life Success Award (2006)
Education
· 2002 M.S., cum laude, J.B. Speed School of Engineering
· 2001 B.S., cum laude, J.B. Speed School of Engineering
· 1998, Honorable Discharge, US Army
Publications
Michael Lamsfuss has articles published in:
· Aging Well
· Southern Indiana Business Source
Professional Activities and Memberships
· Member, NAIFA
· Southern Indiana Chamber of Commerce
· Southern Indiana Estate Planning Council
Licensed/Territories
· Kentucky
· Indiana
Civic Involvement
· Director, Louisville Korean School (2007-present)
· Director, Louisville Metro NAIFA (2010-present)
· Volunteer, Senior Care Experts (2006-present)
· Volunteer, National Kidney Foundation of Kentucky (2007-present)
Tasks
· Finding, building and maintaining client relationships
· Meeting with clients, their advisors and referral sources
· Follow up with clients via annual, semi annual or quarterly correspondences
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.