Our Services Lake Avenue Financial provides fee-based, 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 PlanningOur 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 ReservesMajor PurchasesProtection PlanningDisability Income InsuranceLife InsuranceLong Term care InsuranceEducation PlanningLending Services Retirement PlanningWe 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 IRARoth IRASEP IRASimple IRA401(K) Planning403(b) PlanningDefined Contribution PlansProfit Sharing PlansRequired Minimum Distributions (RMDs)Business Succession Investment PlanningWhen 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 ManagementDiversificationRisk AssessmentAsset AllocationPortfolio StrategiesFee Based AccountsBrokerage AccountsIndividual Stocks & BondsDomestic & Foreign SecuritiesGovernment SecuritiesMutual FundsFixed & Variable AnnuitiesAlternative Investments Tax PlanningWe 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 TaxesStock OptionsGifting StrategiesTax Saving StrategiesIndividual Tax Preparation & PlanningTax Return PreparationIncome, Gift & Estate Returns Estate PlanningYour 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 PlanningTrust PlanningIntergenerational Wealth TransferCharitable GivingLegacy PlanningTrust 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.Financial Planning for the LGBT communityEverything you've accomplished has lead you to where you are right now. Yet there are still decisions ahead. Important financial decisions that can affect you, your family and your future. Lake Avenue Financial provides specialized advice for members of the LGBT community and their families. Click here, to learn more. Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!