Luke DeBoer, CFP®, CBP The Financial Planning Co.
- 1043 Meadow Lane, Waconia, MN 55387
- (763) 221-3447
About Luke DeBoer, CFP®, CBP
The Financial Planning Co. is a boutique financial services firm focused on providing tax-efficient retirement plans & investment management, both for those near or in retirement and for those working towards financial freedom.
Areas of focus at The Financial Planning Co.
– Tax-Efficient Retirement Planning For Those Near or In Retirement
– Roth Conversion Strategy
– Tax-Efficient Savings Strategy
Luke DeBoer has a long history of guiding individuals, families, and corporations in multiple facets of financial planning, including investing, retirement planning, insurance, & employer benefits consulting.
To support these efforts, Luke is a CERTIFIED FINANCIAL PLANNER™ 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 as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.
Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 2-11. They are attendees at Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.