Entities

Lake Avenue Financial

Lake Avenue Financial

Lake Avenue Financial is a Registered Investment Advisor that provides a proactive approach to comprehensive wealth management. It provides fee-based, comprehensive, independent advice with a focus on wealth accumulation, asset protection, and estate preservation. The firm’s experienced independent financial advisors connect your current financial situation with your retirement, investment, tax, and estate goals.

SERVICES


Financial Planning

Lake Avenue delivers a step-by-step approach to current and future income, spending, and saving strategies that touch on all corners of your financial life


Retirement Planning

Lake Avenue advisors take a comprehensive approach to saving, investing, and spending. The firm looks to maximize your retirement benefits to provide an income that will sustain throughout retirement.


Investment Planning

When it comes to investment planning, Lake Avenue aims to protect your gains and optimize your investment objectives through proactive management. 


Tax Planning

Lake Avenue works diligently to explore tax minimization strategies that can help preserve more of your holdings. 


Estate Planning

Lake Avenue helps plan for the time when your assets will be handed to your heirs. It works with a network of experienced estate planning professionals that can assist you with the legal and financial steps you must take to transfer your wealth appropriately and create a legacy.