Empower your future.
All of us have the power to create a better future for ourselves and our loved ones. At Lake Trust Financial Life Planning, we customize your path forward, develop strategies, and create the future you want by making the right moves today.
LET’S PLAN TOGETHERPlanning for every stage.
FINANCIAL PLANNING
Long-term planning. Here for you.
Retirement Planning
College Planning
Estate Planning & Review
Retirement Planning
Let's build a partnership and discuss current and future sources of income, take a look at your expenses, and manage your assets. Together.
College Planning
There's power in reaching higher. Put your student first and strategize how to provide funding for their future educational opportunities.
Estate Planning & Review
Tell us your story. A personalized plan for your estate can be created and modified as your situation or goals change over time.
INVESTING
The power of balance.
Bonds
Common Stocks
Brokerage Accounts
IRAs
Treasury Bills
Treasury Notes
Annuities
Bonds
Enjoy free online & mobile banking, and options to save for your next big purchase. Plus, earn interest on your balance.
Common Stocks
Interested in becoming a shareholder? Choose common stocks for companies you care about, and feel more connected to your investment.
Brokerage Accounts
When you open a brokerage account, you’ll team up with a Registered Representative of LPL Financial to develop an investment strategy that is best for your money.
IRAs
Explore IRA options that support your long-term savings strategy. Traditional, Roth, SEP, and SIMPLE IRA solutions are all available for individuals and employers.
Treasury Bills
Safe. Predictable. Guaranteed. Purchase Treasury Bills at a discounted price and enjoy the benefits of a short-term investment solution.
Treasury Notes
Find a safe investment solution with consistent returns. Treasury Notes offer a fixed interest rate over a term range of 2–10 years.
Annuities
Financial stress shouldn’t be a part of your life after work. Annuities can be a powerful option to support your lifestyle during retirement.
INSURING
Powerfully protected.
Individual & Family
Auto & Home
Life
AD&D
Long-Term Care Planning
Medicare
Individual & Family
Stay confidently protected. Connect with our partners at Jackson Kennedy LLC to find the right coverage for you and your family.
Auto & Home
Thanks to our partnerships with trusted auto and home insurance providers, you can find a personalized plan of protection and enjoy special member pricing to help you manage expenses.
Life Insurance
Empower the next generation of your loved ones. Choose between term or whole life and start protecting your family’s financial wellbeing from significant burdens in the future.
AD&D
Life can have its serious and stressful moments. Choose from individual or family coverage options that help your family after a serious life event. As part of our continued focus on financial wellbeing, Lake Trust members can sign up for free AD&D insurance and receive up to $2,000 of coverage.
Long-Term Care Planning
You deserve a comfortable future. No matter your budget, long-term care insurance might be available with varying options to ease the financial costs of required care.
Medicare
Our partners at Jackson Kennedy LLC can help you sign up for the right Medicare plan based on your needs. Let’s embark on a new adventure and worry less about the complexities of Medicare.
Connect with our team to start planning.
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