Independence affords you the benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations.Learn More
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.Learn More
Our objective is to provide you with clarity in our communication in a very complicated and evolving market environment so that you have the confidence in your future as we guide you along the path towards financial success.Learn More
Lakeside Wealth Management
Lakeside Wealth Management creates custom financial strategies for individual investors, affluent families, foundations, and business owners by focusing on their unique needs and putting the best interests first. Our clients trust us to provide objective recommendations and independent, professional guidance that is aligned with their unique personal and financial goals.
You can count on us to take great care to discover your needs and offer you guidance and ongoing support, especially in times of economic instability. As the financial markets or your personal circumstances change, we help ensure your plan remains in line with your goals.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Important items to consider when purchasing condo insurance.
A few strategies that may help you prepare for the cost of higher education.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations? Here are three tips.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.