How does the advisor help clients – Key Takeaways:
Lakeview Financial Planning is a team of experienced financial experts dedicated to helping their clients achieve their financial goals and secure their future. Through personalized financial planning and strategic investment management, they aim to provide their clients with peace of mind and financial stability.
Facts and Insights:
Founded in 2005, Lakeview Financial Planning has been in the business of financial planning for over 15 years. They are a registered investment advisory firm with the Securities and Exchange Commission (SEC). The team at Lakeview consists of highly skilled and knowledgeable financial advisors with a combined experience of over 50 years in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
Financial Services Offered:
Lakeview Financial Planning offers a wide range of financial services to their clients. These include but are not limited to:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
Client Types:
Lakeview Financial Planning caters to a diverse clientele, including individuals, families, and small business owners. They believe in building strong and long-lasting relationships with their clients, understanding their unique financial needs, and creating customized financial strategies to help them reach their goals.
Fees & Compensation:
Lakeview Financial Planning is a fee-only advisory firm, which means they do not earn any commission-based compensation. They abide by a transparent fee structure based on the assets under management, ensuring that their interests align with those of their clients.
They also offer a complimentary initial consultation to potential clients to discuss their financial goals and determine if their services are a good fit for their needs.
Background:
The team at Lakeview Financial Planning consists of skilled and experienced financial advisors with various certifications and qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC). They stay updated on the latest market trends and industry developments to provide their clients with the best financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisory firm, Lakeview Financial Planning is held to high fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and are committed to providing unbiased financial advice to their clients.