Keith Lamb

President at Luparius Asset Management & Brokerage

Park City, Utah

Quick Answer

Keith Lamb, President, is a licensed independent financial professional at Luparius Asset Management & Brokerage in Park City, Utah with 30+ years of experience. Specializing in Indexed Annuities, Retirement Income Planning, Life Insurance. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Keith Lamb in Park City, Utah

Phone: 4359019752

Email: [email protected]

Website: https://www.luparius.com/

Areas of Expertise in Park City, Utah

Indexed AnnuitiesRetirement Income PlanningLife InsuranceWealth Transfer & Legacy PlanningSecuritiesAnnuitiesFixed AnnuitiesPension PlanningWealth ManagementEstate PlanningLong Term Care Planning

About Keith Lamb — Park City, Utah

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

Keith Lamb — Retirement Income PlanningKeith Lamb is President of Luparius Asset Management & Brokerage in Park City, Utah. He is a Safe Money Certified™ professional whose focus areas include indexed annuities, retirement income planning, life insurance, wealth transfer and legacy planning, and securities.Honest Relationships and Clear CommunicationKeith believes hiring a financial advisor is an important decision, much like choosing a doctor or a car mechanic. An honest relationship with clear communication is essential for everyone involved to work toward the best outcome for a client's financial future. He listens to clients' needs and moves at their pace as they pursue their goals. Keith is not a suit-and-tie kind of professional. If that formality is important to a prospective client, he recognizes that he may not be the right fit. When meeting clients, he will most likely be wearing Levi's and arriving in his Jeep. He likes to keep things real: what clients see is what they get....

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Frequently Asked Questions About Keith Lamb & Financial Advisors in Park City, Utah

What services does Keith Lamb offer?

Keith Lamb at Luparius Asset Management & Brokerage offers Indexed Annuities, Retirement Income Planning, Life Insurance in Park City, Utah. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Keith Lamb SafeMoney Certified?

Yes, Keith Lamb is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.