Products and Services. Aligned with your priorities.
At Lakeside Legacy we believe money is a tool, not a destination. As such, we believe in a process that begins with the end in mind – your financial goals and dreams. We start by understanding what you are trying to accomplish, then we analyze where you are at currently, and then provide advice that will get you on the path to reach your goals. We know that dealing with finances can stir a lot of emotions for people. Our mission is to help people take control of their financial future, by managing these emotions through comprehensive financial planning. We take the fear of money off the table by building a financial foundation for you to make great decisions. We are experts at turning money into a powerful tool for you, so that you can focus on what really matters to you in life.
What We Offer
Retirement Savings Accounts
We can help with employer-offered plans, such as 401(k)s, and with new or existing traditional or Roth individual retirement accounts (IRAs).
We offer a variety of policy options so you can have a sense of reassurance that those you love will be taken care of.
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
These products can turn savings into income when you need it. That lessens your guesswork as you plan for retirement.
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Our options help you balance performance and purpose.
We can help you assess your options, including those available through your employer and government programs.