I just want to start by recognizing that I know it has been some time since you last heard from me! I have been extremely busy building out the Financial Planning portion of our business as we continue to expand our offerings and our reach. Working with both current and new clients has kept me busy day and night.
Call me a Jack-of-all-trades, but we have some exciting things planned for LakeView as we approach our 25th Anniversary in 2027, including a brand-new website and celebrations that we will be announcing soon.
In the meantime, I wanted to take this opportunity to address some important questions about Financial Planning and why it can be such an important part of your overall financial picture.
What is Financial Planning?
Financial Planning takes a broad, big-picture view of your current financial situation. Beyond investments, we look at your entire financial picture and help build a strategy personalized to you. One that allows you to live your life on your own terms.
Every financial plan is unique. Whether you are approaching retirement, getting married and starting a family, or simply looking for a financial checkup, we can work with you to create a plan that reflects your goals, circumstances, and timeline.
That may include evaluating different investment vehicles while incorporating diversification and risk-management strategies. More importantly, it means connecting the different pieces of your financial life so that they work together.
The process is always ongoing. Below is a visual overview of how we approach it:
Each comprehensive plan is customized to your needs and may include the following topics:
- Estate & Legacy Planning
- Cash Flow & Tax Planning
- Retirement Planning (both accumulation & distribution)
- Risk Management & Insurance Planning
- Net Worth Review
- Education Planning
Why does it matter?
A financial plan is important for many reasons. By taking a complete look at your finances, you can better prepare for retirement, make tax-efficient decisions for the present and the future, and set goals that are better aligned with broader circumstances and timelines.
Your investment portfolio is an important part of your financial picture, but it is just one piece of the puzzle. By connecting all the dots, we can help you make more informed decisions and prepare more thoughtfully for the future.
Who can benefit?
The short answer is: almost everyone.
Financial planning is not just for those nearing retirement or those with a high net worth. It can help you tackle debt, prepare for an upcoming marriage, plan to raise a family, navigate an inheritance, or manage a business transition. Or perhaps you simply want a clearer picture of your overall financial health and greater clarity about the future.
Whether you have been investing for decades or are just getting started, it is never too early or too late to begin thinking about a plan.
Scott and I recognized the growing need for this more comprehensive approach a few years ago. We have invested a considerable amount of time and money to deliver comprehensive financial planning services to our clients and look forward to working with all of you.
We believe that we have met the challenge of offering high level financial planning services to date and the feedback from clients so far is quite positive. This is just the beginning. I look forward to sharing more about financial planning, and the many ways it can fit into your financial life, in the articles to come.
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Carly Rothbort is the Vice President of LakeView Asset Management, LLC, (LVAM) an investment advisor representative, specializing in high-net-worth private wealth management. LVAM is a separate entity of Osaic Advisory Services, LLC, a registered investment advisor.
For more information on investing with LakeView Asset Management, LLC call us at 702-749-9343 or request more information by clicking on the contact button on the top right-hand corner of the website or by emailing Scott at scott@lakeviewasset.com or Carly at carly@lakeviewasset.com. LakeView Asset Management, LLC is a Nevada LLC, with its principal office located in Henderson, NV and branch offices located in Millburn, NJ and Sands Point, NY.
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