Northern Lakes Financial Group

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Northern Lakes Financial Group Financial Planning
Investing
Insurance Solutions When acting in a fiduciary capacity on advisory accounts, we put our clients’ interests first.

We are a team of experienced financial professionals dedicated to helping clients pursue their long-term financial goals. We believe everyone should have access to personalized advice based on your individual goals, regardless of their current assets, and we provide all clients with the same level of custom, valued service. Our Mission is to serve as a beacon of light to illuminate your financial dreams and chart a course of action to help you work toward your personal financial destination, wherever that may be. When you work with us, you can be confident that you have a valued partner in your corner to help navigate whatever financial challenges may come your way.

When was the last time you updated your will?
10/16/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Pumpkin spice, apple everything… or neither? 🎃🍎 Liz has her favorite, Danielle isn’t choosing sides, and Bob is sitting ...
10/16/2026

Pumpkin spice, apple everything… or neither? 🎃🍎 Liz has her favorite, Danielle isn’t choosing sides, and Bob is sitting this one out!

What fall flavor gets your vote? If you’re with Bob, tell us what you’d pick instead!

It isn't whether you should have auto insurance - it's what kind you should have.
10/13/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

The key to healthcare in retirement might be a patchwork of different choices.
10/09/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

A free fall afternoon and nowhere you have to be. Are you reaching for your walking shoes or your favorite blanket? 🍂Dan...
10/09/2026

A free fall afternoon and nowhere you have to be. Are you reaching for your walking shoes or your favorite blanket? 🍂

Danielle’s ready for the crisp air, Liz is enjoying it before winter, and Bob would like to check the temperature first. Tell us your ideal way to spend a fall weekend!

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

U.S. Service Members should consider taking advantage of programs that are available.
10/07/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful che...
10/06/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

Retirement looks different today than it did for previous generations. For many Americans, the traditional retirement pi...
10/02/2026

Retirement looks different today than it did for previous generations. For many Americans, the traditional retirement picture included a combination of employer-provided benefits, Social Security, personal savings and a paid-off home....

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
10/02/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Address

217 E Jefferson Street
Burlington, WI
53105

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm

Telephone

+18472491531

Website

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