Northern Lakes Financial Group

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.

For anyone who might be traveling to our office in the next few months, adjacent streets are under construction. We stil...
06/25/2026

For anyone who might be traveling to our office in the next few months, adjacent streets are under construction. We still have parking for clients in our designated driveway and angled parking is available directly across from our office.

Milwaukee Avenue is Open!

06/24/2026

Some traditions never melt away!

Since opening its doors in 1974, Adrian's Frozen Custard has been serving award-winning frozen custard and creating memories for generations of families in Burlington and beyond. For more than 50 years, it's been a beloved gathering place and a true part of the fabric of our community.

For so many, Adrian's has been woven into so many chapters of life. Through toddler and preschool years, through a pandemic, and now with teens and adult children, we've made countless memories under that iconic sign. Whether it was a chilly spring evening, a rainy summer day, or one of those blazing hot Wisconsin afternoons, a stop at Adrian's was always worth it.

From celebrating milestones to enjoying simple family moments (and plenty of pup-approved visits, too!), Adrian's has been a constant part of our story. There's something special about standing in line, checking out the flavor of the day, and sharing a sweet treat with the people you love.

Adrian's isn't just a frozen custard stand—it's a Wisconsin staple, a Burlington tradition, and a place where memories are made one scoop at a time.

The next time you're in Burlington, be sure to stop by, grab a treat, and make a few sweet memories of your own!

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
06/24/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.
06/23/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

A four-step framework for building a personal legacy.

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and f...
06/22/2026

Major student loan changes are set to take effect July 1, bringing updates to borrowing limits, repayment options, and federal aid eligibility.
New rules will limit how much some students and parents can borrow. Parent PLUS loans will be capped at $20,000 per year and $65,000 total per student, while new caps will also apply to graduate and professional degree borrowing.
Repayment options are also changing. New federal loan borrowers will have fewer choices, with options narrowing to a tiered standard repayment structure or a new income-driven option called the Repayment Assistance Program.
Borrowers currently enrolled in SAVE may also need to choose a new repayment option, with loan servicers expected to send notices about next steps.
Pell Grant rules are changing as well, including expanded eligibility for some short-term workforce training programs.
For borrowers and students, the takeaway is simple: watch for communications from loan servicers, confirm contact information is current, and review available options before deadlines arrive.

Source: https://www.cbsnews.com/news/student-loan-changes-july-2026/

Happy Father’s Day!Today we celebrate and remember the fathers, stepfathers, adoptive fathers, grandfathers, mentors, an...
06/21/2026

Happy Father’s Day!

Today we celebrate and remember the fathers, stepfathers, adoptive fathers, grandfathers, mentors, and father figures who help guide, support, encourage, and care for the people around them.

Your presence and example make a lasting difference. Wishing you a wonderful Father’s Day.

A special shoutout to our senior advisor, Bob, whose dedication, leadership, and support make a meaningful impact every day. We’re grateful for all that you do!

In observance of Juneteenth, our office will be closed as we honor this important milestone in American history and refl...
06/19/2026

In observance of Juneteenth, our office will be closed as we honor this important milestone in American history and reflect on the enduring significance of freedom and opportunity for all.

We will resume normal business hours on Monday, June 22. Thank you for your understanding, and we wish everyone a meaningful Juneteenth.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
06/19/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

06/17/2026

This week's local spotlight is one of Danielle's longtime favorites:

Restaurant Ramirez in Burlington!

Like many local businesses, Restaurant Ramirez became especially meaningful during the pandemic. Their curbside pickup made family dinners a little easier during a challenging time, and what started as a convenient takeout option quickly became a staple in Danielle's family's meal rotation.

Whether it's tacos, tamales, or one of their many other flavorful dishes, Restaurant Ramirez has earned a permanent spot on the family's list of go-to restaurants. There's just something special about finding a local place that consistently delivers great food!

If you haven't stopped in yet, consider giving this Burlington favorite a try!

👇 We want to know:

🌯 Burritos, tacos, enchiladas, tamales... what's your go-to order?

📍 Do you have a favorite local restaurant we should feature next?

Find out whether you are insurable before implementing a strategy using life insurance.
06/17/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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

Alerts

Be the first to know and let us send you an email when Northern Lakes Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Northern Lakes Financial Group:

Share