As a boutique-style firm, clients are the priority at Western Lakes Financial, not a home office. Our planning structure allows for more robust choices, contributing to a customized and actively managed portfolio without compromise. 

A client's financial blueprint would not be complete without a Social Security analysis. Western Lakes Financial provides information and coaching on Social Security to help provide you the strongest benefit. You worked hard--let us help you claim it.

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A personalized plan should consider every aspect of your financial situation. An efficient plan evaluates how to reduce taxes, diversify investment dollars, and when ready, maximize social security. Each piece is important and applied in your best interest. 

Income during retirement often comes from a variety of sources, including investments. It is essential to know when, how much, and where to pull from your portfolio. Selling the correct investments at the right time will keep the others working hard for you.

Often overlooked, tax strategies are a make-or-break component of a client's financial picture.  Decreasing  tax liability and appropriately structuring your portfolio can help maximize your retirement income.

 Client relationships are  foundational at Western Lakes Financial. Getting to know you and your goals helps us work better together. Our office stands ready to answer questions and regularly contacts our clients to make sure plans and goals remain aligned.