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

Education Event:  Senior Housing Options
Panel discussion with 3 retiree housing experts

October 27th 7:00 – 8:30 pm (register by 10/19)
Swedish Cultural Center on Dexter Ave. North, Seattle
The details are here.

Questions to Ask When Seeking a Financial Advisor

Our Community Service
We support the Jaimeson Jones Memorial Scholarship Annual Family Jewels 5k Run/Walk
See the Video

Current Newsletter 

Lakeview Advisors/Seattle Times Makeovers