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Confident. Relieved. Prepared. It feels good to have a plan for the future. Connect with your team at Lake Trust Financial Life Planning to confidently pursue a career transition, plan your estate, or prepare for retirement.
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Get forward-thinking solutions.

The road ahead can feel uncertain. Our goal at Lake Trust Financial Life Planning? To help you get ready for whatever comes next. Let’s talk about the bigger picture. Your goals. Your expectations. Your financial wellbeing.
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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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Important Consumer Information:

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.