At our core, we are dedicated to helping individuals achieve their greatest potential. This is apparent in the personalized financial guidance we provide on a daily basis.
But we don't stop there – we also strive to make a positive impact on our communities. We believe in being a force for good. It's about lifting up our communities and recognizing that together, we are stronger – as a team, as a company, and as a community.
Brian and Justin meet with high school finance classes to highlight the importance of saving and planning for their future.
During their visits, Brian and Justin emphasize that starting to save early, even with small amounts, can make a big difference in achieving financial stability and reaching long-term goals.
The students leave the presentation feeling empowered and motivated to take control of their financial future.
Lake Financial Group sponsors a S'more & Warm Up Station at Port Washington Main Street's Christmas On The Corner event.
Although it may be chilly outdoors, our community spirit is always warm and inviting!
We believe that the holiday season is a time for giving and spreading joy.
Adopting families in need is just one small way that we can make a difference in our community. We work with United Way to identify families who could use a little extra support during the holidays. Then we rally our team members to help make these families' holidays a little brighter.
We're grateful we have the opportunity to give back during this special time of year.
Financial advisor, Paul, is a member of the Milwaukee Community Sailing Center and gives courses on sailing to local youth.
Dani, our 401k support specialist, founded and runs a local non-profit organization called Be3.
Her team of volunteers is dedicated to promoting health and fitness while helping those in need. They offer several classes each week, led by volunteers, in various activities.
Additionally, they host events such as blood drives, scholarship walks, and more.
Financial advisor, John Plumley serves as president of the MPD Mounted Patrol Foundation, a non-profit organization that collaborates with the MPD unit. The foundation's mission is to provide meaningful experiences within the community while ensuring the safety of both the horse and officer. Currently, the MPD Mounted Patrol has eight officers, one sergeant, and a dozen horses.