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

Questions to Ask When Seeking a Financial Advisor

5th Annual Family Jewels 5K
March 28th, 9 am
St Edward State Park in Kenmore.
Join us to support siblings of cancer victims. 
Video about the Jaimeson Jones Memorial Scholarship.
To Register

Current Newsletter 

Lakeview Advisors/Seattle Times Makeovers