About Our Firm : Lenert Financial Group

About Our Firm

Our Mission

To help clients reach long term financial objectives through clear, precise, and disciplined planning.

Our Values

  • To understand individual’s entire situations: financially/physically/
  • To place appropriate products that will help clients meet their financial objectives
  • To service clients effectively and efficiently
  • To build trust with clients through lasting relationships so they can depend upon us when needed

Our Guiding Principles

  • Honesty
  • Integrity
  • Compassion
  • Effective and Direct Communication
  • Positive Attitude