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What is
FINANCIAL PLANNING

and how can it help you?

PLANNING IS A WAY OF LIFE

Financial planning is the process of determining whether and how an individual, couple or business can meet life’s goals through the proper management of financial resources. It is an integrated process focused on certain subject areas and material elements.  Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family.​

FINANCIAL PLANNING
CAN INCLUDE:
  • Financial statement preparation and analysis (including cash flow analysis/planning
    and budgeting)

  • Insurance planning and risk management

  • Employee benefits planning

  • Investment planning and management of
    risk tolerance and diversification

  • Income tax planning strategies

  • Retirement planning

  • Estate planning strategies

MOVING FORWARD

When, and if, we mutually agree to work together, the services to be provided may include some or all of the following areas:

 

  • Discussing your financial goals and objectives

  • Gathering relevant financial information

  • Reviewing your financial situation and performing a needs analysis to help determine appropriate plans 

  • Assisting with the implementation of product recommendations

  • Monitoring progress and updating as needed

​

Please note that the recommendations that I make for you will be based, in part, on the data you provide and therefore, completeness and accuracy of the information is very important.  Whenever there are material changes in your financial situation, it is your responsibility to inform me of those changes.  

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Scott Davis is a Financial Planner with, and securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FIN RA/SI PC, and an affiliate of LPL Financial.


LPLE and LPL Financial are not affiliated with Lake County Financial Planning.


The LPLE registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


Lake County Financial Planning and LPL Enterprise do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.

​

LPL Enterprise Form CRS.

 

Lake County Financial Planning conducts business in the following states:

Securities Licenses: AZ, CA, FL, IA, IL, KY, MI, MN, NV, OH, TN, TX, VA, WI, WA

Life Insurance: : AZ, FL, IA, IL, KY, NV, OH, TN, TX, VA, WI

Variable Life Insurance: AZ, FL, IA, IL, KY, NV, OH, TN, TX, VA, WI

Mutual Funds: AZ, CA, FL, IA, IL, KY, MI, MN, NV, OH, OR, TN, TX, VA, WA, WI

Fixed Annuities: AZ, FL, IA, IL, KY, NV, OH, TN, TX, VA, WI

Variable Annuities: AZ, FL, IA, IL, KY, NV, OH, TN, TX, VA, WI​

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