Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Our Firm

Lakeside Financial Consultants, Inc. is a one stop center, offering retirement and financial planning for individuals as well as expertise in business retirement plan solutions; insurance; wealth management and estate planning services.

It's not just your financial goals -- it is your life.
Your future.
Your family.
Your retirement.
Your dreams.

It's all about YOU! Helping you realize your financial goals and turning your dreams into reality. As professionals, that's what we do.

FOCUS.
We create and implement financial strategies with an emphasis on risk assessment, wealth accumulation and management, retirement and estate planning. We are committed to using our experience to help you succeed.

INDEPENDENCE.
We will help you develop your personal financial roadmap that includes a wide range of products and services to best serve your goals. As independent financial representatives, we have the freedom to choose among business partners and hundreds of the industry's best products.

EXCEPTIONAL SERVICE.
We will regularly review your situation and goals, and see if any changes in your life might require refinements to your financial strategy. We promise to help you reach for your dreams and give you time to evaluate you options.

We realize you rely on our expertise to point out options and suggest financial products and solutions that reflect your long-term objectives.