The Value of an Advisor

Independent financial advisors have the potential to deliver significant value to investors.
This framework can be a helpful guide when determining how an
advisor’s services and expertise may benefit your financial situation.

Protect Your Assets

Retirement Planning

The guidance, tools, and services necessary to prepare for retirement

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AssetLock® is a communication tool used to help users stay informed on their retirement accounts.

Protect Your Assets

Financial Security

Income strategies to maintain your lifestyle in retirement

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Welcome to Lakeview Financial Solutions

Our philosophy is not to simply provide financial services, but to provide partnership and council every step of the way. We seamlessly coordinate the many components of your wealth management plan and are committed to providing financial clarity, solutions, and service that allow you to focus on the things you care about most. One of our greatest strengths is the collaborative team of specialists that we have assembled to serve and support each client. We truly enjoy helping people make smart financial decisions and look forward to learning more about you, your priorities, and your goals.

Ask Us A Question

    Will My Money Last as Long as I do?

    Get an Online Complimentary Easy to Understand Analysis

    All you need to provide are 9 pieces of financial and contact info to get your answer.

    Don’t worry, your information will be secure and private.

    Based on the information you provide, your plan may look strong, but what if something changes?  How will your plan handle tax increases, market drops or declining health? What can I do? What should I change?

    As a consumer today, you have many responsibilities. First and foremost, you must do what’s best for you and your family, while protecting yourself financially.  Let’s face it, in the current economic environment there is a lot of confusion regarding financial strategies. We welcome the opportunity to work together with you.

    When you access this link you are leaving our website and assume total responsibility for your use of the website you are linking to.

    Lakeview Financial Solutions is an authorized AssetLock® Personal provider. AssetLock® Personal is a complimentary (no-obligation) retirement account monitoring tool for 401k, 403b, 457b, and TSP plans. It is designed to track and inform users about the progress of their retirement accounts.

    The Quadrant Plan

    The Quadrant Plan provides a structured process of allocating your total portfolio based on your unique goals and priorities.

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    Our Approach

    The investment landscape has evolved and is becoming more complex. Diligent investment principles are key to building a firm foundation for your portfolio. Our structured investment approach guides the management of all investment strategies offered by our firm. It includes five key principles:

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