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.
Our newest employee joined us in late February and has been a great team member as we work on our custodian transition. Read more about him in our Team Bios page.
Family Jewels Run/Walk
The March 19th fundraiser for creating awareness to testicular cancer raised over $12,000. Seven Lakeview colleagues and their family members participated. We appreciate your support.
Thanks to you we collected $5,400 and 90 lbs of food for Food Lifeline which meant 27,078 meals for people in need. It’s still not too late to donate.
Questions to Ask When Seeking a Financial Advisor