Estate Planning

Strategies

Estate planning relieves the burden of making arrangements from your loved ones. Take the first steps to ensure your decisions are carried out by exploring the links below. 

Estate planning for small business owners
Charitable giving methods
Insurance needs for single parents

Lake County Financial Planning an its representatives do not render tax or legal advice. Please consult your own advisors regarding your particular situation. Scott Davis offers financial planning and investment advisory services through Pruco Securities. LLC (Pruco), (Member SIPC) under the marketing name of Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. Lake County Financial Planning is not an affiliate of Prudential Financial. Lake County Financial Planning sells insurance products of Prudential Financial's affiliated companies in addition to products of non-affiliated companies.

 

Lake County Financial Planning conducts business in the following states:

Securities Licenses: [AZ, CA, FL, IL, IA, KY, MN, TX, WI]

Life Insurance: : [AZ, FL, IL, IA, KY, MN, TX, WI]

Variable Life Insurance: [AZ, FL, IL, IA, KY, MN, TX, WI]

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Control #1007377-00003-00

© Copyright 2018. Lake County Financial Planning - All rights reserved.

Mutual Funds: [AZ, CA, FL, IL, IA, KY, MN, TX, WI]

Fixed Annuities: [AZ, FL, IL, IA, KY, MN, TX, WI]

Variable Annuities: [AZ, FL, IL, IA, KY, MN, TX, WI]

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