Planning Is a Way of Life
Asset protection, long term care, insurance, business planning,
tax planning strategies.
Traditional/Roth IRAs, annuities, executive compensation, defined benefit plans, defined contribution.
Asset allocation, diversification, risk assessment, tax consequences, portfolio strategies .
Education IRAs, 529 plans, UGMAs/ UTMAs, financial aid planning, Coverdell ESAs.
ESTATE PLANNING STRATEGIES
Will planning, trust planning, wealth transfers, charitable giving, Family Limited Partnerships.
The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build a legacy for a lifetime. Lake County Financial Planning is driven to provide tailored solutions that enhance the lives of its clients.
Our mission embodies what we seek to accomplish in our day-to-day activities: “Planning Is a Way of Life.”
MEET SCOTT DAVIS
Scott received his BA in Business Administration in 1985 and established Lake County Financial Planning in 1999. Scott received his financial planner certification in 2002 and received the RICP® designation in 2014. Scott and his wife, April, have four kids: Miranda, Jessica, Samantha and Jake.