The power of new horizons.

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Plan for what’s next.

Pursuing a career transition, planning your estate, or preparing for retirement can be a stressful experience. Lake Trust Financial Life Planning is here to help. Discover new horizons and start planning for your next stage.
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What is your next stage?

What is your next stage?

Life has many stages. There are powerful stages, like achieving a career milestone or purchasing your dream home. But there are stages where you might feel powerless, too. That’s where Lake Trust Financial Life Planning can help.

Meet the partner who understands your current stage — and can help you reach the next one.
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Let’s discuss your career transition, retirement plan, or estate plan.

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Find personal and family health insurance options to fit your budget and needs.

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Personalized retirement plans

Invest in your future with a variety of personalized retirement planning options.

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Explore insurance solutions

Proactively touching base about right-sizing enterprises will make us leaders in the world-class knowledge transfer industry.

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Securities offered through LPL Financial, Member FINRA*/ SIPC*. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Lake Trust Credit Union deposits and are not NCUA insured. These products are not obligations of Lake Trust Credit Union and are not endorsed, recommended or guaranteed by Lake Trust Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Lake Trust Credit Union and Lake Trust Financial Life Planning are not registered broker/dealers and are not affiliated with LPL Financial.

 

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This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker/dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.