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Peace of mind to live the life you love.

Our Mission
We strive to educate and empower our clients in our commitment to assure them a life of financial freedom.

Our Vision
Our purpose is to help people build fulfilling futures by helping our clients secure their financial well-being so they can pursue long and rewarding lives.

We have had the honor of working with families large and small, new business owners, and some of Ohio's longest-established businesses, and are grateful to be known as a group of people that value personal connection and trustworthiness above all else.

We look forward to helping you take control of your financial future.

Strategies for Individuals

Clients can work toward financial independence with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

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Strategies for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

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Client Centered

Extensive Provider Choices
Clients have access to the products and services of hundreds of companies through their Equitable Advisors financial professional.

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401K Information Request
By far the most common employer-sponsored retirement plan is the 401k plan. The 401(k) plan is a defined contribution plan that allows individuals to make pre-tax contributions, while the funds contributed plus any earnings accumulate tax deferred.

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Financial Planning

We want to get to know you. Building your financial plan happens only after we have built a relationship with you. Understanding your current financial landscape and your goals for the future gives us the information we need to start building your unique and comprehensive plan. We utilize the finance industry's best and latest tools and strategies to analyze and develop your roadmap to financial success. Lakeside Financial helps you build a foundation that designed to help you create, build, protect, and transfer your individual, family, or business wealth.

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Insurance

We want to help protect you. We identify and quantify your various financial risks to develop insurance solutions for protection of your family and business. Experienced analysis of your current insurance portfolio gives us the foundation to build a strategy while assuring maximum utilization of existing insurance resources. We provide plans for intergenerational wealth transfer, estate conservation, and charitable gifting opportunities.

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Investment Services

We want to help you grow. With an unbiased approach to the investment universe, we complete an analysis of your current portfolio and identify growth opportunities and risk factors. Equipped with this information, we use the latest in investment platform technology to build comprehensive portfolio recommendations aligned with your expectation of return and risk.

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Employee Benefits

We want to help you build your business. We can assist you in navigating the complex arena of employer benefits, with the goal of making your company a great place to work, and a great place to stay. Our experience is in the different options for health care, disability income, and retirement plans. For businesses, we focus on plan design, implementation, and cost control to maximize benefits and minimize financial impact. For individuals, we focus on education about plan options during employment and retirement, to ensure a seamless lifestyle transition.

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Whether it's developing a financial strategy, creating a customized executive benefits program for a business, implementing a needs-based insurance strategy or preparing a detailed asset allocation analysis, our mission is simple: to provide innovative and practical financial programs for our valued clients. 

PPG-6522621.1 (4/24) (Exp. 4/28)

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