Luke DeBoer, CFP®, CBP The Financial Planning Co.

About Luke DeBoer, CFP®, CBP

The Financial Planning Co. is a boutique financial services firm focused on providing investment management and financial planning services for individuals and families.

Clients of The Financial Planning Co. commonly fall into one of two primary categories: 1.) Early to mid-career job changers who want a professional to manage their retirement assets 2.) Individuals or couples within 1-5 years of retirement and seeking assistance in creating a tax-efficient retirement income plan.

As the founder of FPC, Luke has over 10 years of industry experience guiding individuals and families in multiple facets of financial planning, including investing, insurance, & tax efficient distribution strategy. Additionally, Luke is a CERTIFIED FINANCIAL PLANNING™ professional, a Certified Benefits Professional, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota.

His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for the 170,000 employees of UnitedHealth Group, and he also currently serves as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.

On a personal note, Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 2-10. They are attendees at Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.

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Ideal Clients

  • Baby Boomers
  • Career Changers
  • Income Planning
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $155+/mo
  • Hourly Fee: $195+/hr
  • AUM: 0.33%

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