• The market is going to ebb & flow, like it’s always done. We’ve seen it all. We believe that the best way to stay ahead of the weather is with the people who’ve been through every kind of condition. When your business works with Lakeside, you receive the collective experience of our entire team, not the limitations of a single person.

  • Our Corporate Expertise

    Retirement Plan Services

    Deep bench of institutional services available, including qualified plan, pension consulting & executive benefits consulting.

    A detailed Investment Policy Statement

    Lakeside advisors will sit down with you to discuss your investment goals and objectives and create strategies to help you address them.

    Fiduciary Consulting

    Developing a consistent process and procedure to limit fiduciary liability. This includes ongoing consultation regarding monitoring, benchmarking, and education for the plan fiduciary(ies).

    Plan Design and Alternative Strategies

    Developing a fully integrated custom plan that meets the specific needs of your organization. This is not a static matter; it involves ongoing consultation and recommendations to modify plan design and provisions as your needs change.

    Additional Plan Services

    We offer a wide array of additional services to meet your specific plan needs, both at the plan sponsor and plan participant level.

    Participant Services

    Our team of financial experts are ready to talk about your goals.

    Hands-on participant education designed to help enhance outcomes

    Lakeside advisors take the time to individually meet with all plan participants to explain plan benefits, answer questions, and help our participants make educated decisions about their financial futures.

    Better working knowledge of your plan

    Lakeside’s Qualified Plans department is here to answer participant questions and help plan sponsors shape their plans to best fit their needs.

    Fiduciary Partner

    Let us help you take your ideas further.

    Fiduciary Consulting

    Developing a consistent process and procedure to limit fiduciary liability. This includes ongoing consultation regarding monitoring, benchmarking, and education of the for the plan fiduciary(ies).

    Small Business Services

    When you run a small business, your sense of confidence is your most priceless asset. Let us free you up to do what you do best - lead your business to it’s fullest potential.

    Continuity and Secession Planning for Business Owners

    To ensure your business is prepared for the future, the advisors at Lakeside can assist you in creating a strategy for a company-owned life insurance policy that can aid in buy-sell agreements, replacing lost corporate revenue, and replacing lost personal income.

    Corporate Cash and Risk Management

    Lakeside’s team will help you asses your risk management strategies to help you plan for a successful future.

    Captive Insurance

    A captive is an insurance company that insures the risks of its owner, affiliated businesses, or a group of companies. It issues policies, collects premiums, and pays claims.