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Our Services

Lake Avenue Financial provides fee-only, comprehensive, independent advice with a focus on wealth accumulation, asset protection, and estate preservation. Once a plan has been developed, we maintain a “hands on” approach to wealth management in order to ensure goals and objectives are being met.

Watch the video below to learn more about what we do.

Our Comprehensive Wealth Management services include:


Financial Planning

Our financial planning services deliver a step-by-step approach to current and future income, spending, and saving strategies that touch on all corners of your financial life, including:

  • Cash Reserves
  • Major Purchases
  • Protection Planning
  • Disability Income Insurance
  • Life Insurance
  • Long Term care Insurance
  • Education Planning

Retirement Planning

We want your retirement to be free of financial stress. Our advisors take a comprehensive approach to saving, investing, and spending. We look to maximize your retirement benefits so they provide an income that will sustain throughout retirement. Key focus areas of our retirement planning strategies include:

  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • 401(K) Planning
  • 403(b) Planning
  • Defined Contribution Plans
  • Profit Sharing Plans
  • Required Minimum Distributions (RMDs)
  • Business Succession

Investment Planning

When it comes to investment planning, our goal is to protect your gains and optimize your investment objectives through proactive management. While there are no guarantees for successful investing, Lake Avenue Financial works closely with our clients to help navigate them through the financial markets. Our focus areas include:

  • Asset Management
  • Diversification
  • Risk Assessment
  • Asset Allocation
  • Portfolio Strategies
  • Fee Based Accounts
  • Individual Stocks & Bonds
  • Exchange-Traded Funds (ETFs)
  • Mutual Funds

Tax Planning

We understand the implications that taxes can have on financial assets and investment portfolios. Without appropriate tax planning, investment gains and income can be sharply reduced, which impacts retirement and estate planning as well as current income generation. Lake Avenue Financial works diligently to explore tax minimization strategies that can help preserve more of your holdings. We focus on the following:

  • Manage Taxes
  • Stock Options
  • Gifting Strategies
  • Tax Saving Strategies

Estate Planning

Your family is precious to you and you want to bestow on them a bright financial future. We help plan for the time when your assets will be handed to your heirs. Lake Avenue Financial works with a network of experienced estate planning professionals (attorneys, accountants, etc.) that can assist you with the legal and financial steps you must take to transfer your wealth appropriately and create a legacy. Our estate planning services include:

  • Will Planning
  • Trust Planning
  • Intergenerational Wealth Transfer
  • Charitable Giving
  • Legacy Planning
  • Trust Services

Special Planning Services for Women in Transition 

Throughout our history, Lake Avenue Financial advisors have worked closely with independent women who have gone through a divorce or lost their spouse. We pay particular attention to the unique needs and challenges these women face in securing their financial future. To learn more about how we can help, please contact our office.

Are You on the Road to Financial Wellness?

It's never too late to start. In this ebook, we outline effective financial strategies for every stage of the journey.

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