Description: Lake Financial Group is an independent, financial planning firm focused on helping individuals and small businesses. We believe in using a holistic and educational approach to financial planning making sure our clients not only understand what they are doing but why they are doing it. Our areas of specialty include: retirement planning, estate planning, income tax strategies, investment and asset allocation strategies, education planning, insurance review and analysis (life, disability, long term care). For
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Lake Financial Group is an independent, financial firm focused on helping individuals and small businesses in our community. We believe in using a holistic and educational approach to financial awareness making sure our clients not only understand what they are doing but why they are doing it. At Lake Financial Group, our team consists of local advisors as well as specialists from our branch office located in Milwaukee.
Our areas of specialty include: retirement planning, estate planning, income tax strategies, investment and asset allocation strategies, education planning, insurance review and analysis (life, disability, long term care). For our small business clients, we develop customized retirement plans and non-qualified deferred compensation strategies. We are an independent, non-proprietary firm with the ability to offer investment and insurance strategies from over 100 companies.
Call today to set up an introductory meeting to learn more about our services. Let us help you navigate the financial world and reach your goals one step at a time.