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

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. 

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