Our Services
Lake Forest Park Financial offers independent financial services and advice in the following key areas:
Retirement:
- 401k, 403b, 457 Plans
- IRA
- Roth IRA
- Sep IRA
- Simple IRA
- Profit Sharing
- Retirement Income strategies
Insurance:
- Disability
- Term Life Insurance
- Universal Life Insurance
- Variable Life Insurance
- Long Term Care
Financial Planning:
- Comprehensive Financial Planning
- Risk Management
- Asset Allocation
- Diversification
- Tax efficient Investing Strategies
- Inflation Strategies
- Social Security Strategies
- College and Child Savings Strategies
- Charitable Giving
- Cash Management
Investments
- Index Funds
- Mutual Funds
- Fixed, Indexed, and Variable Annuities
- Market Linked Investments
- Unit Investment Trusts
- Managed Portfolios
Debt Management
- Collateralized Lines of Credit
- College Cost Analysis
- Mortgage and Refinance Analysis and 2nd opinion
- Reverse Mortgage Analysis and 2nd opinion
- Debt repayment strategies
Our services are designed to help you answer many questions including the following:
- How can I get more from my investments?
- How can I get the most out of my 401k and other retirement accounts?
- Should I have an IRA or a Roth?
- How can I reduce my exposure to risk?
- How much money will I need to live comfortably in retirement? Can I retire early?
- Am I saving enough?
- What is the best way to save for college?
- How can I help reduce estate taxes and preserve more of my assets for my heirs?
- Do I have the right amount of life insurance?