At Lakeland Financial Services, our financial advisors can help. First, we listen. We develop a deep personal understanding of your needs and risk tolerance. Then we work with you to define life goals, construct a financial strategy and monitor progress as your financial situation changes over the years.

Finances and investments can get complicated. Let us simplify them for you.

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Retirement Income Planning

How much will I need? How you could plan to save a million dollars and other sage advice.

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401K and IRA Education

We take the confusion out of the selection of retirement accounts. The fundamental question is when do you want to pay your taxes?

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Investment Management

Investing is a lifelong process. The sooner you start, the better off you can be. We’ll help guide your financial future.

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Planning Your Estate

No matter your net worth, it’s important to have an estate plan in place.

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Life and long-term care options. What you need to know and how much coverage you need.