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Working With Us

Four pillars of your financial world

Financial Planning

We want to get to know you.

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 will help you create, build, protect, and transfer your individual, family, or business wealth.

This is how we help:

  • Assessment of financial situation: We partner with you to complete an extensive assessment of your current financial situation and create a plan based on your goals, needs, and risk tolerance.
  • Retirement planning: We will build you a comprehensive retirement savings plan by estimating your retirement income needs, and developing a withdrawal strategy that will help ensure your savings last throughout your retirement.
  • Tax planning: We help you optimize your tax strategy by suggesting tax-efficient investment vehicles and helping you take advantage of tax deductions and credits.
  • Risk management: We construct a plan to protect your assets by identifying appropriate insurance policies and risk management strategies.
  • Estate planning: We will create an estate plan that ensures your assets are managed and distributed according to your wishes. 

Meet Your Financial Planning Team


We want to protect you.

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

This is how we help:

  • Assessing insurance needs: We can recommend appropriate types and levels of insurance coverage by assessing your current needs and goals, and recommending optimal insurance opportunities.
  • Selecting insurance policies: Based on your current needs and future goals, we help you select life insurance, disability insurance, long-term care insurance, and property and casualty insurance policies that are appropriate for your unique situation.
  • Evaluating insurance policies: We evaluate existing insurance policies to ensure that they are meeting your requirements and allow for growth opportunities. We will review policy terms, premiums, and benefits to determine if any adjustments are necessary.
  • Optimizing insurance costs: Optimizing your insurance costs can help you save money, and we will recommend policies that provide adequate coverage at a reasonable price. We will also identify discounts or other cost-saving measures that may be available.
  • Claim management: We can assist you with the claims process if you need to file an insurance claim. We help you understand the process, provide guidance on documentation and evidence requirements, and advocate on your behalf with the insurance company.

Meet Your Insurance Planning Team

Insurance Companies we work with:

AIG/American General
AIG/United States Life Insurance of New York
Banner Life Insurance Company
Brighthouse Financial
Equitable Financial Life Insurance Company*
Hartford Life
Integrity Life
Jackson National
John Hancock, USA
John Hancock Life Insurance Company of New York
Lincoln Life
National Integrity

Nationwide Life Insurance Company
North American Company for Life and Health Insurance Pacific Life
Principal Life Insurance Company
Protective Life
Security Mutual Life Insurance Company
The Standard
Transamerica Life
United of Omaha
William Penn Life Insurance

*Equitable Advisors and its affiliates are not affiliated with any listed insurance or investment company other than Equitable Financial Life Insurance Company and Alliance Bernstein.

Investment Services

We want to help you grow.

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.

This is how we help:

  • Developing an investment planning and strategy: We work together to create an investment plan that aligns with your goals and time horizon. We provide guidance on asset allocation, diversification, and investment selection.
  • Selecting appropriate investments: We help you select appropriate investments based on your investment strategy and give recommendations on stocks, bonds, mutual funds, ETFs, and other investment vehicles that align with your goals and risk tolerance.
  • Monitoring investments: We will supply you with the tools you needs to monitor your investments and make adjustments as needed. We can also perform ongoing analysis of your investment portfolio, evaluate your investment performance, and suggest changes if your goals or circumstances change.
  • Managing risk: We help you manage risk by building and implementing strategies that balance risk and return. We aim to reduce the impact of market volatility by providing guidance on asset allocation, diversification, and risk management techniques.
  • Tax optimization: We specialize in optimizing your investments for tax efficiency with recommendations for tax-advantaged investment vehicles such as IRAs, 401(k)s, and 529 plans, and tax-loss harvesting and other tax strategies.

Meet Your Investment Services Team

Investment Companies we work with:

American Funds
Cohen & Steers
Credit Suisse
Dreyfus Premier
Eaton Vance
Fidelity Advisor

First Eagle
Franklin Templeton
Goldman Sachs:
Highland Capital
Janus Adviser
John Hancock
Legg Mason
Lord Abbett

Nationwide Funds
Natixis Funds
Principal Group
Timothy Plan
Wells Fargo Advantage

*Equitable Advisors and its affiliates are not affiliated with any listed insurance or investment company[MK1]  other than Equitable Financial Life Insurance Company and Alliance Bernstein.

Benefit Plans

Employer sponsored retirement and executive benefit plans.

Employer sponsored retirement and executive benefit plans. We want to help build your business. With Fiduciary oversight, we can help 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 expertise is in the different options for Retirement plans, Profit sharing, Cash balance, Executive Bonus plans, Life and Disability insurance.

For businesses, we focus on in-depth plan design, implementation, and cost control to maximize benefits and minimize financial impact. With this planning, Employers benefit by recruiting, retaining and rewarding their respective industry’s top talent. For individuals, we focus on education about plan options during employment and thorough retirement, to ensure a seamless lifestyle transition.

  • Evaluation of current executive and employee benefits: We will review and evaluate your current employee benefits and executive bonus programs and provide recommendations on how to optimize it through identification of gaps in coverage, areas for improvement, and opportunities to reduce costs.
  • Selection of employee benefits: Selecting the right employee benefits for your organization can be time-consuming and complex. With our expertise, we focus on guiding your business through the nuances and details that are appropriate for your employees and your budget.
  • Administration and Fiduciary oversight: We can help administer your employee benefits program through compliance with federal and state regulations, manage enrollment, employee communications, and assist with fiduciary responsibilities.
  • Employee education: We help educate your employees about their benefits options and how to make informed decisions about their benefits providing group or individual meetings, webinars, and educational materials.
  • Cost management: We provide recommendations on cost-saving measures for your employee benefit program, with industry leading grading and comparison programs, cost-sharing arrangements, and alternative benefit plan designs.

Meet Your Employee Benefits Team

*Equitable Advisors and its affiliates are not affiliated with any listed insurance or investment company other than Equitable Financial Life Insurance Company and Alliance Bernstein.  PPG-6522611.1 (4/24) (Exp. 4/28)  

Have questions? Contact us and we can set up an appointment to answer anything you need!

Our Mission

We work with our clients to help ensure their best future by providing customized innovative and achievable strategies that lead to generations of fulfilling financial freedom

Over 15+ Years Average Industry Experience

Our team's combined experience, credentials, and knowledge of a wide-range of products and services allow our firm to provide top- quality, cost-effective financial strategies that are designed to help our clients realize their financial goals.

Over $2.4b Billion Assets Under Advisement (as of December 31, 2023)

But the most important number is how many clients we now consider to be part of our own families, and the quality of life they enjoy.