Lake Financial Group

General information

Lake Financial Group is an independent, financial planning firm focused on helping individuals and small businesses in our community. We believe in using a holistic and educational approach to financial planning making sure our clients not only understand what they are doing but why they are doing it. At Lake Financial Group, our team consists of four local advisors as well as specialists from our branch office located in Milwaukee. Our areas of specialty include: retirement planning, estate planning, investment and asset allocation strategies, education planning, insurance review and analysis (life, disability, long term care). For our small business clients, we develop customized retirement plans and non-qualified deferred compensation strategies. We are an independent, non-proprietary firm with the ability to offer investment and insurance strategies from over 100 companies. Call today to set up an introductory meeting to learn more about our services. Let us help you navigate the financial world and reach your goals one step at a time.

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Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products, including those of AXA Equitable Life Insurance Company and (NY, NY) and MONY Life Insurance Company of America (AZ stock company, administrative office: NY, NY), offered through AXA Network, LLC, which conducts business as AXA Network Insurance Agency of California, LLC in CA, AXA Network Insurance Agency of Utah, LLC in UT, and AXA Network of Puerto Rico, Inc. in PR. Equal Opportunity Employer – M/F/D/V. AXA Advisors, AXA Network, AXA Equitable and MONY America are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this Facebook page does not necessarily indicate that this Financial Professional is able to transact business in your state. Lake Financial Group is not owned or operated by AXA Advisors or its affiliates.
CA License #9J17165