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FINANCIAL WELLNESS

If you want to improve your physical health, you start with diet and exercise.
If you want to improve your financial wellness, start here.

Explore resources, assess your financial health, calculate debt payoff, and plan for retirement using the resources linked above. 

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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.

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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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