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Do you have a financial strategy in place? Or could your current approach use some refinement given recent market changes?

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 Rollovers

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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Insurance

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

Please note that it is important to consult with your tax advisor regarding specific tax concerns.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Lakeland Bank and Lakeland Financial Services are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

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