LAKE COUNTY
FINANCIAL PLANNING
Planning Is a Way of Life
TOTAL ASSET
MANAGEMENT
SERVICES
FINANCIAL PLANNING
Asset protection, long term care, insurance, business planning,
tax planning strategies.
RETIREMENT PLANNING
Traditional/Roth IRAs, annuities, executive compensation, defined benefit plans, defined contribution.
INVESTMENT PLANNING
Asset allocation, diversification, risk assessment, tax consequences, portfolio strategies .
COLLEGE PLANNING
Education IRAs, 529 plans, UGMAs/ UTMAs, financial aid planning, Coverdell ESAs.
ESTATE PLANNING STRATEGIES
Will planning, trust planning, wealth transfers, charitable giving, Family Limited Partnerships.
OUR MISSION
The mission of Lake County Financial Planning is to help clients feel financially secure and to achieve the personalized financial goals they seek. We believe that through partnering with clients, we can provide financial advice that will help build a legacy for a lifetime. Lake County Financial Planning is driven to provide tailored solutions that enhance the lives of its clients.
Our mission embodies what we seek to accomplish in our day-to-day activities: “Planning Is a Way of Life.”
MEET SCOTT DAVIS
CFP®, RICP®
Scott received his BA in Business Administration in 1985 and established Lake County Financial Planning in 1999. Scott became a Certified Financial Planner™ in 2002 and received the RICP® designation in 2014. Scott and his wife, April, have four kids: Miranda, Jessica, Samantha and Jake.
