Actions For Today
What's your definition of wealth? Let's find it together and create the plan!
Financial and Personal Risk Assessments
Your advisor will complete an extensive financial analysis of 13 Wealth Management issues to understand the assets you have (annuities, insurance policies, investments, etc.) and compare that with your financial goals for the future.
Financial Mapping
After careful consideration of the financial and personal goals outlined in the Financial and Risk Assessment meeting, your Lakeside advisor will present a detailed financial map that will cover a wide variety of topics such as investment plans, education funding, retirement, and more.
Asset Management
By objectively evaluating all types of investment opportunities your Lakeside advisor can determine what the optimal asset mix is for you and your family. After the evaluation, your advisor will recommend how to create the most efficient financial plan available for your stage of life.
Risk Management
Properly mitigating your personal risk involves a variety of tools including; portfolio balance, life insurance, long-term care insurance and succession planning. All of these elements are part of the risk management services provided by Lakeside Wealth Management.
Women's Circles
We know women perceive, understand and relate to money differently than men. Our Circles aim to help women evolve and move forward with confidence around money. Circles take place inside the privacy of the Lakeside café and offer women a safe and comfortable setting to connect, share and engage on important topics that we all face throughout our lives. For more information about financial services for women or for circle dates please email Jenn Brown - jenn@lakesidewealth.com.