Planning, Process, Independence, Confidence

You look forward to a fulfilling, fruitful and prosperous life with family and friends. Having the right roadmap and investment strategy prepares you for life's major transitions. We can provide well-researched and concrete solutions for the inevitable challenges and opportunities you will encounter along the way. Your Lakeview Financial team will be there to advise you, reviewing and adjusting your plan and investment strategy as your needs evolve.


Current News

Help Us Raise Food and Funds for Food Lifeline This Holiday Season
Bring goods to our office or donate online.  Please use this link to make your donation as it will allow us to double your dollars by matching individual donations. 

We also support:
We support the Jaimeson Jones Memorial Scholarship Annual Family Jewels 5k Run/Walk
See the Video 

Questions to Ask When Seeking a Financial Advisor 

Lakeview Advisors/Seattle Times Makeovers