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Insurance & Annuities

Protecting your assets is just as important as managing them. At Lakeside Wealth Management, we will take each person’s situation in hand and create a customized plan to help our client pursue their financial goals.


An annuity is an insurance product that pays out income, and can be used as part of a retirement strategy. Annuities can be a valuable tool for investors who want to receive a steady income stream in retirement. They can be structured generally as either fixed or variable. Although, they are illiquid and can be expensive investment products.

Life insurance

A life insurance policy can help you provide for the people who depend on you financially. The money can be used for final expenses, help replace lost income, cover debts, pay mortgage, fund a child’s education, and more.

Long-term care insurance

Long-term care insurance helps provide for the cost of care when you can no longer care for yourself. It covers care generally not covered by health insurance, Medicare, or Medicaid and may protect your family’s financial future and your own investments and savings.

Disability income insurance

Protect yourself, your family and your lifestyle by insuring your income in the event of long- term illness or injury. Disability income insurance provides the resources you need when you are unable to work.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | |

(920) 923-9740