Services

Individuals

 

We offer comprehensive investment and insurance planning strategies designed to meet your retirement planning and financial goals.  We specifically focus on diversification and developing maximum protection within your plan, minimizing the turbulence of today's reactive investment market. 

 

Your goals are unique. Whether it’s important for you to build, manage, and transition your wealth to younger generations, generate maximum retirement income, increase your investment portfolio, Lake Wealth and Insurance will develop low cost, customized plans to meet your financial needs.

We also understand protecting assets through various insured products is equally important as building wealth. Utilizing insured services like, annuities, nursing home benefits, life, medical, Medicare supplement and other products focused on providing maximum protection for you and your family may be necessary.  We are an independent agent and only offer products from the nations leading insurers.


Lake Wealth and Insurance has a unique ability to understand your key objectives for generating wealth and tie in the best investment approach to meet your needs. We work closely with you to establish a thoughtful and thorough planning structure through our customized asset management strategies.

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Employers

 

We offer Employers a wide range of 21st century investment management and retirement planning services.  Our firm is an independent Investment adviser, "Fee for Service" only firm.  As a SEC registered investment adviser, we acknowledge working only as "Fiduciaries" and provide regulatory compliance for your organization to comply fully with the new Department of Labor's guidelines effective April 2017.

Our services rely on "open architecture" solutions that integrate a wide range of services from many of the nations leading Financial firms. 

 

We custom design state of the art 401K programs, utilizing "industry best" services while delivery significant savings.

Click here to learn more about our leading services and national partnerships.