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 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.

Contact this advisor

Ideal Clients

  • Christian Faith Based
  • Financial Independence Retire Early (FIRE)
  • Gen Y/Millennials
  • Retirement Planning

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $295/hr
  • Assets Under Management: 0.35%

SEC Records

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