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Comprehensive Planning

Lake Life Wealth Advisory Group offers comprehensive financial planning services for an agreed upon annual fee.  We help you clarify your goals, and then develop an integrated plan so that you may achieve those goals.  Clients receive unlimited access to our advisors in regards to questions they may have, updates they need to know, and changes they want to make.  Areas we cover include:

  • Goal development
  • Recordkeeping
  • Cash flow analysis and management
  • Risk/insurance review
  • Portfolio analysis
  • Investment strategy, including asset allocation and investment selection
  • Tax Planning
  • Employee benefits review, analysis, and selection
  • College fund planning
  • Retirement planning
  • Estate planning and distribution

Annual retainer fees range from $3,000 - $20,000 depending upon your income, net worth, the complexity of your situation, the value we provide, and the amount of responsibility we assume.