Individual Services

Our value added service programs are designed to provide industry leading financial advisery services for our clients.

We offer these programs in partnership with National Financial service providers and Insurance Companies that are top rated in their specialties.

As an Independant company, Lake Wealth and Insurance through it's "Open Architecture" service offering, is not limited to any "one" specific service provider but can customize their offering to meet your specific needs.

Our Partners

  • IRA / Roth / College

  • 401K / SEP / Simple

  • Medicare / RX

  • Life / Health / Medical

  • Education

  • Financial Planning

    • Budget

    • Retirement Income

    • Social Security

    • Estate

  • High Net Worth Services