1651 Crossings Parkway,
Financial planning is a dynamic process that empowers individuals to align their finances with their long-term goals, while navigating the obstacles that inevitably arise at every stage of life. A well-crafted financial plan will help you address commonly voiced concerns such as:
Working with a planner begins with establishing your personal financial goals. From there, your financial planner will guide you through the information gathering phase, which allows them to analyze your current financial standing. This allows them to develop an action plan based on your priorities. Once that action plan has been implemented, it will be closely monitored to ensure that you are on the right path towards accomplishing your goals.
It’s never too late—or early—to get your personal finances under control. Jeff Zemito and the Lakeview Wealth Management team will listen to your concerns and help you get on right track today.
Through our comprehensive financial planning process, we will identify your goals and help you devise a customized strategy based on what's important to you and your family.
Based on your needs we will work with you to:
*All Guarantees are based on the financial strength and claims-paying ability of the issuing insurance company.
**Neither SagePoint Financial, Inc., nor its representatives or employees, provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.