Lake Financial Group

Home
United States
Port Washington, WI
Lake Financial Group

Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind.

NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the

accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title Important Information & Disclosures: http://bit.ly/2f98X9d

06/02/2026

At Lake Financial Group, we are proud to support the Community Education Foundation of Port Washington–Saukville, Inc. As part of this partnership, we were honored to provide two athletic scholarships to deserving student-athletes in our community.
We believe in investing in the future of our youth and supporting programs that foster education, leadership, and personal growth. Congratulations to this year’s scholarship recipients Ava Burt & Callen Loose. We look forward to seeing all you accomplish!
https://www.lakefg.com
262-268-9900

05/29/2026

Taking the time to build healthy financial habits and exploring your options can create a strong foundation for the future. It’s not about someone planning your future for you; it’s about having the right guidance to help you take the next step with confidence. At Lake Financial Group, we focus on education and strategy to support informed financial decisions.
Reach out to start a conversation about your financial goals and available options.
https://www.lakefg.com
262-268-9900

05/27/2026

Unused 529 plan funds?
You may have options to consider:
• Roth IRA rollover. (subject to IRS rules and eligibility)
• Changing the beneficiary to a qualifying family member.
• Using funds for future education expenses.
Understanding the details can help inform your next step.
Contact Lake Financial Group today to discuss your options.
https://www.lakefg.com
262-268-9900
*Options depend on account history, eligibility requirements, and individual circumstances.

05/16/2026

On Armed Forces Day, we honor the men and women who serve our country and recognize the dedication and sacrifice it takes to protect our freedoms. Service members and their families often navigate unique financial considerations throughout their careers and beyond, and thoughtful planning can help provide stability through life’s transitions while supporting long‑term goals.

05/14/2026

Brian recently attended the NAPA 401(k) Summit in Tampa, Florida, connecting with industry leaders and gaining valuable insights into the future of retirement planning. Experiences like this help us continue growing our expertise so we can better support our clients, and we’re excited to bring these ideas back home.

05/13/2026

In honor of National Police Week, we sincerely thank the men and women who serve our communities with dedication and integrity. Our commitment to law enforcement runs deep. We’ve had the privilege of working alongside officers to support their financial goals, and we’re proud to have our advisor, John Plumley, who founded the Mounted Patrol Foundation. We are grateful for the trust you place in us and for the opportunity to support those who serve.

04/16/2026

We’d like to take a moment to recognize Tracy, our wonderful Office Manager, who helps make sure everything runs smoothly each day. From keeping our office organized to supporting our team and clients behind the scenes, Tracy plays a vital role in making sure things go right and helps keep everything on track. Her attention to detail, dedication, and steady leadership makes a meaningful difference for our entire team.

We are grateful for all that you do, Tracy. Thank you for being such an important part of our team. Happy Birthday!

04/15/2026

It’s Tax Day, and if you’re wrapping things up or double checking your filing, here are a few important reminders to keep in mind:

• Take a moment to review your return for accuracy, including names, Social Security numbers, and banking information. Small errors can cause delays.
• Taxes owed must be paid by today’s deadline to avoid penalties and interest. If paying in full isn’t possible, payment plan options may be available.
• Expecting a refund? Direct deposit is the quickest and most secure way to receive it.
• Need more time to file? An extension gives you additional time to submit your return, but any estimated taxes owed are still due today.
• Be sure to save copies of your tax return and supporting documents—they’re an important part of your long term financial records.

Not sure what to do with your tax refund? This could be a great opportunity to put that money to work, whether that means saving, investing, or paying down debt. Speak with one of us today, and we can help create a plan that aligns with your goals.

04/13/2026

Tax season isn’t over yet—this is a friendly reminder about filing a tax extension. If you’re not able to file your tax return by the standard deadline, requesting an extension can give you additional time to file accurately while avoiding unnecessary stress. Here are a few key considerations when it comes to tax extensions:

• A tax extension gives you more time to file your return, not more time to pay any taxes owed. Any estimated taxes owed should still be paid by the original tax deadline to help avoid penalties and interest.
• The extension deadline typically moves your filing date to October 15.
• Any estimated taxes owed should still be paid by the original tax deadline to help avoid penalties and interest.
• Filing an extension can be helpful if you are waiting for documents, have complex finances, or need additional time to review your return.
• Staying organized and planning can make the process smoother and reduce last minute pressure.

At Lake Financial Group, we take a comprehensive approach to financial planning. We help you make informed decisions about how your money is positioned, ensuring it aligns with your overall goals and long term strategy.

04/05/2026

Wishing you a happy Easter from all of us at Lake Financial Group. This season is a great reminder of new beginnings, fresh perspectives, and taking time to reset—not just personally, but financially as well. Just as spring encourages growth, Easter is a meaningful moment to review your goals, refresh your budget, and plan for what’s ahead. We’re here to help you move forward with clarity and confidence as you work toward a strong and secure financial future.

Address

102 East Pier Street
Port Washington, WI
53074

Telephone

+12622689900

Website

http://www.LakeFG.com/

Alerts

Be the first to know and let us send you an email when Lake 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 Lake Financial Group:

Shortcuts

Want your business to be the top-listed Finance Company in Port Washington?