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.

Explore our site to learn more about planning for life’s transitions. Should you have questions or if you would like more information, please email us or call 206.729.1700. We look forward to hearing from you.

Current News

Workshop: Social Security: From Mystery to Mastery
February 12, 2015 7:00-8:30 pm
More info and how to register here.

Office Move in January

Newsletter Issue 18 2014 

Lakeview Advisors/Seattle Times Makeovers