Individual Services

Our value added service programs are designed to provide industry leading financial advisory services for our clients.

We offer these programs in partnership with National Financial service providers and Insurance Companies that are top rated in their specialties.

As an Independent company, Lake Wealth Inc through it's "Open Architecture" service offering, is not limited to any "one" specific service provider but can customize their offering to meet your specific needs.

Our Partners

  • IRA / Roth / College

  • 401K / SEP / Simple

  • Medicare / RX

  • Life / Health / Medical

  • Education

  • Financial Planning

    • Budget

    • Retirement Income

    • Social Security

    • Estate

  • High Net Worth Services