Financial planning and investment management for high-earning professionals who are nearing retirement.
Schedule Your Discovery CallLearn More
Your finances are complex after years of success. We coordinate everything so you know exactly where you stand and can confidently plan your retirement timeline.
Stephen
All reviews can be found on Lake Water Advisory's Google Business Page here
Todd
All reviews can be found on Lake Water Advisory's Google Business Page here
Corey
All reviews can be found on Lake Water Advisory's Google Business Page here
We know how to take a complex financial situation and organize it around your retirement goals.
No cookie-cutter plans. No overwhelming jargon.
Just clear coordination and a strategy that makes sense for where you are and where you want to go.
We follow a proven 6-step process that coordinates every aspect of your financial life.
It depends on how complex your situation is. We'll talk about fees upfront so there are no surprises.
That's exactly why we're here. We make sure both of you understand everything before we move forward.
No. We work with what you have and only recommend changes that make sense.
Most people see their complete plan in 2-3 months. We spread the meetings out so you're not overwhelmed.
Learn About Our ProcessPerfect. We'll figure out what you actually want and build a plan around that, not some arbitrary retirement age.
Absolutely! We currently work with clients nationwide and utilize Zoom, phone, and emails to serve our clients wherever they are.
Schedule a Free CallIt often has more to do with what they don’t want vs. what they do want.
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They don't want to be sold products
They don't want to be told there's only one way
They don't want to be pitched the next shiny object
They want good advice and a thinking partner for making big decisions
It depends on how complex your situation is. We'll talk about fees upfront so there are no surprises.
Schedule a Free CallThat's exactly why we're here. We make sure both of you understand everything before we move forward.
No. We work with what you have and only recommend changes that make sense.
Most people see their complete plan in 2-3 months. We spread the meetings out so you're not overwhelmed.
Perfect. We'll figure out what you actually want and build a plan around that, not some arbitrary retirement age.
Absolutely! We currently work with clients nationwide and utilize Zoom, phone, and emails to serve our clients wherever they are.
Schedule a Free CallIt often has more to do with what they don’t want vs. what they do want.
They don't want to be sold products
They don't want to be told there's only one way
They don't want to be pitched the next shiny object
They want good advice and a thinking partner for making big decisions
A quick breakdown of what the 'getting started' process looks like - no sales or product pushing, just conversation & clarity
Talk with an Advisor
A phone call to get to know each other. We’ll keep it casual and make it mostly about you and little about us.
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We will meet to review our assessment of where you currently stand financially and how we can help add value.
These are important decisions that you are making for your future. It’s important you take the time to discuss as a family.
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If you decide that it makes sense to work together, we’ll start to collaborate & build a plan with action items to implement in separate phases.
