Our Services

Lakeside Financial Group offers a variety of financial services for individuals and businesses to address all areas of financial planning and financial management, including: 

Investments

Our financial advisors start by analyzing your current investments and financial goals.  We then help you determine your asset allocation needs through an understanding of your risk tolerance. We will also discuss your time horizon, asset class preferences, and rebalancing guidelines.  After careful consideration, our financial services advisors will recommend the appropriate investment vehicles to match your overall financial goals and strategic planning objectives.  Your financial plan will be reviewed on a consistent basis with established checkpoints,  continuous monitoring and diligent follow-through.   

Insurance 

At Lakeside Financial Group, we will review existing insurance policies and discuss life, liability, property and casualty, disability, and long-term care strategies that best suit your financial situation.  We will also address transfer of wealth, business succession, and charitable inclinations at the time of death.   

 Retirement and Qualified Plans 

Our in-house actuary and qualified plan specialists will design a plan that achieves the maximum allowable benefit for your situation, making the most of your employer-sponsored retirement plans and IRAs. We will help you determine what you need to retire comfortably and manage your assets before and during retirement accordingly.  Our strategic planning process includes analyzing company stock issues (Net Unrealized Appreciation), stock option scenarios, beneficiary designations, and qualified plan designs.  

College Education Funding

Our financial advisors will recommend investment and accumulation strategies to help you pay for your children's education, addressing the potential state tax benefits of the 529 plans vs. prepaid tuition programs.  If college planning for extended family is your priority, we can craft a financial planning solution to best accomplish that goal as well.  

 Personalized Wealth Management System

We provide a personalized web-based wealth management tool that offers an aggregated, comprehensive view of your entire net worth.  This financial management tool contains an encrypted security vault that is accessible from anywhere and allows our clients to securely store all of their highly sensitive documents such as wills, trusts, deeds, insurance policies, and even frequent flyer miles.   

Estate and Tax Planning

We will coordinate and collaborate with your attorney, CPA, and trust officer to ensure that your estate is in order.  If you do not have a CPA or attorney, we will make an introduction to a qualified professional with whom we have had a great deal of experience. We will review your wills and trusts and help you preserve your estate for your intended heirs by reducing exposure to estate taxes and probate costs.