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Planning is a way of life
COMPREHENSIVE FINANCIAL + INSURANCE SERVICES

FINANCIAL PLANNING

Asset management, long term care, insurance, business planning, tax planning strategies

INVESTMENT PLANNING

Asset allocation, diversification*, risk assessment, tax consequences, portfolio strategies

ESTATE PLANNING

STRATEGIES

Will planning, trust planning, wealth transfers, charitable giving, succession planning

RETIREMENT PLANNING

Traditional/Roth IRAs, annuities, executive compensation, defined benefit plans, defined contribution

COLLEGE PLANNING

Education IRAs, 529 plans, UGMAs/ UTMAs, financial aid planning, Coverdell ESAs

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk. 

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OUR MISSION

The mission of Lake County Financial Planning is to help clients feel financially confident and to work toward the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that can help build a legacy for a lifetime.  Lake County Financial Planning is driven to provide tailored strategies that strive to 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.

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Scott received his BA in Business Administration in 1985 and established Lake County Financial Planning in 1999. Scott became a Certified Financial Planner™ in 2002 and received the RICP® designation in 2014. Scott and his wife, April, have four kids: Miranda, Jessica, Samantha and Jake.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck​.

SCOTT DAVIS 
CFP®, RICP®

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