For Individuals

  • Create and manage investment strategies for clients–with NO proprietary products, we are able to do so with complete objectivity
  • Investment Advisory Fiduciary* standard of care = your best interest in mind​–always!
  • Create plans for your goals including retirement, home purchase, college planning, estate planning, insurance planning, charitable giving, and debt management
  • We work with you with ongoing support to help adjust goals and make plans to successfully reach your financial plans

For Corporations

  • Assist in creating plan design using background in plan document design, employee benefit law, and third-party administration to create ways to help maximize benefits to owners and employees
  • Assist with communication between platforms and administrators, allowing employer clients one person contact when desired.
  • Small business- help analyze various retirement plan options and costs and advise on what is most appropriate
  • Larger business–look at ways to ‘reward’ executives through various plans and designs
  • Help to decrease the burdens on HR professionals

Where will retirement take you?

Contact us today to schedule an appointment and learn more about what we have to offer.
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS is not affiliated with Lakeview Wealth Strategies.
Kestra IS and Kestra AS do not offer tax or legal advice. Disclosures

The Fiduciary Duty standard of care applies to investment advisory services and includes duty of care for duration of advisory-client relationship. Firm does not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards or fiduciary duties do not apply, for example, when offering insurance or brokerage products/services.
​
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
​
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services and Investment Advisor Representatives of Kestra Advisory Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 512-697-6000.

Check the background of this investment professional on​ BrokerCheck.
.© COPYRIGHT 2020. ALL RIGHTS RESERVED.
Created for Lakeview Wealth Strategies by Angela Carolyn Design.