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.
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.
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.
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