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Financial Services, Annuities, Stocks, IRA's, 401K's, Mutual Funds, Real Estate Investment Trust, Retirement Planning, Rollovers

Services

At Lakes Financial Services, we provide knowledgeable assistance in the following areas:

Investments *

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning *

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Planning
  • Money Management
  • Profit Sharing Plans

Insurance 

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance