Taylor Lake, Modern Woodmen of America

Taylor Lake, Modern Woodmen of America I work with individuals and families to help them plan for a secure financial future. We secure futures with financial guidance and products.

As a Modern Woodmen Managing Partner, I use my knowledge of financial products and needs to help my members in West Michigan and surrounding communities plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.

Create an affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at:
B: (269) 673 4256
[email protected]
Visit my webpage! https://reps.modernwoodmen.org/tlake/
Life Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products.

06/01/2026

Congratulations to the winners of our scholarship competition!  Between the competition for high school seniors and the ...
05/29/2026

Congratulations to the winners of our scholarship competition!

Between the competition for high school seniors and the competition for members 21 and up, we gave away $622,000 to 370 member students.

See the full list of winners here:

Graduating college this month? Here are four money tips to keep in mind before starting your first full-time job.  Psst ...
05/27/2026

Graduating college this month? Here are four money tips to keep in mind before starting your first full-time job.

Psst ... don't stress. I'm here to help with any questions!

05/22/2026

With summer break on the horizon, it's the perfect time to plan ahead for your summer activities. And a great way to help you save on them – PerkSpot!

As a Modern Woodmen member, you have access to this special discount hub to help you save on a variety of products, services and experiences – like electronics, food, travel and more!

Log in to your online member account to learn how to access these savings!

https://www.modernwoodmen.org/my-membership/member-benefits/discount-programs/?utm_source=facebook&utm_medium=851979&utm_campaign=3217483

Trees are a lot like retirement accounts. After the initial planting, they need love and attention. After planting a see...
05/20/2026

Trees are a lot like retirement accounts. After the initial planting, they need love and attention.

After planting a seed for retirement, it's vital to keep watering it. Let's meet to see if your retirement is growing as expected.

05/15/2026

✨💚 CALLING ALL IDEAS + CREATIVE MINDS! 💚✨
Are you interested in helping your community or doing some fun Fraternal social events in the coming year?
Our Fraternal Chapter is hoping to get more involvement from members so we can host events you’ll actually love to attend — and we want your input to make that happen!
🌟 We’re looking to build up our chapter board, and the commitment is SUPER simple:
✅ We meet once a year
✅ We treat you to a meal as a thank you
✅ You simply share ideas of things you’d like to do — we take it from there!
That’s it. Seriously!
💬 Please PM us or comment below if you’re interested in sharing ideas for future events.
💖 THANK YOU for helping us grow and build something amazing together! 💖

New adult money tip: Lifestyle creep is real. As your income goes up, it’s easy for spending to rise with it – often wit...
05/13/2026

New adult money tip: Lifestyle creep is real.

As your income goes up, it’s easy for spending to rise with it – often without noticing. You can help combat it by keeping a baseline budget and saving part of every raise to keep your money working for you.

Let's meet to discuss how I can help you reach your goals.

Address

155 Brady Street
Allegan, MI
49010

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