Take a look at our recent client case study for a couple in their early 60s who wanted to retire early but feared high healthcare costs before Medicare eligibility. Lake Financial Group and our team of advisors helped this couple evaluate all healthcare options and strategically manage their income.

By postponing Social Security and drawing from non-qualified assets, they kept their taxable income low, reducing their healthcare premiums significantly. This allowed them to retire earlier than expected, maintain their lifestyle, and enjoy more family time and leisure activities.

Explore inspiring real-life case studies that showcase how our strategic financial planning has helped clients achieve their retirement dreams, overcome challenges, and secure a prosperous future.

• Brian and Justin visited more Personal Finance Classes at Port Washington High School in May. During these sessions, they engaged students with interactive discussions and hands-on activities, emphasizing the significance of budgeting, saving, and investing from an early age.
• Brian attended the NAPA Convention in Las Vegas, NV this April. He joined more than 1,400 fellow financial advisors for two days filled with workshops and sessions featuring 136 different guest speakers.
• Brian and Justin participated in Equitable’s National Leaders Forum in May, an event that brings together their top 500 advisors from across the country, in San Diego.
• LFG Sponsored the first Female Business Owner’s Event at Engine Room 102 in April. The night featured food, drinks, networking with like-minded local female business owners, and a presentation from life coach, Kate Carter.
• We were proud to continue our scholarship program for Port Washington High School this year. Two students received $1,000 scholarships at graduation, to put towards furthering their education.
• Rodger from Lake Financial Group supported The Mark Harris Fellowship Program by sponsoring the Hoops for Harris event for the 5th year in a row. The fellowship program guides Shorewood High School students throughout their Sophomore, Junior and Senior years to prepare them for admission and completion of continuing education after graduation.
• Brad dedicated an afternoon to speaking at Oostburg Middle School, where he introduced financial topics and their real-life applications to the 8th grade. The students showed great interest in learning about Brad's career and how they can begin saving money at an early age.
• Lake Financial Group donated to support the seven PWHS DECA members that qualified for the International Career Development Conference in Orlando in April. Three of the students took home an international medal from the competition, ranking in the top 20 globally for their respective categories.
• Brad and Justin set up a booth at the Port Washington High School career fair in April, engaging with students about potential careers in the financial advisory field. They brought along a Plinko board, allowing students to play and win prizes for asking the advisors questions.
• Lake Financial Group helped sponsor the Random Lake Music in the Park series in June, for the Love Monkeys performance.
• Paul was able to help support the Milwaukee Sailing Center event in May, featuring the Milwaukee Symphony Orchestra. The evening was a celebration of the symphony’s Pops/Motown series and featured a performance from them for guests to enjoy.
• Lake Financial was also a sponsor for the Port Washington Historical Society’s “Spring Fling” fundraiser in May.