Lake Financial Group

09/02/2026

One week until our Open House.

Join the Lake Financial Group team as we gather with clients, friends, and members of the Port Washington community for an open house celebrating connection and relationships.

Stop by anytime between 5:00 PM and 8:30 PM on September 9th at Engine Room 102.

We look forward to seeing familiar faces and meeting new ones.

RSVP using the QR code or visit www.lakefg.com/events/2026-annual-open-house

08/26/2026

Save your spot for Lake Financial Group's Annual Open House.

Wednesday, September 9, 2026
5:00 PM to 8:30 PM
Engine Room 102, Port Washington

Join us for an evening of connection, conversation, light bites, and refreshments.

RSVP here: https://www.lakefg.com/events/2026-annual-open-house

08/25/2026

Every successful journey begins with a clear direction.
We're preparing to launch the Compass Series, a new educational webinar experience designed to explore financial topics that can help you navigate life's important decisions with greater confidence.
The first destination is just around the corner.
Follow our page and stay tuned for upcoming webinar announcements and registration details.
LakeFG.com
262-268-9900

08/18/2026

Happy Birthday, Justin Behm!
Today we celebrate Justin and all he brings to the Lake Financial Group team. We appreciate his dedication, professionalism, and positive attitude. Wishing him a wonderful birthday and a year filled with happiness, health, and success.
Please join us in wishing Justin a very Happy Birthday!

08/17/2026

Giving With Intention
Charitable giving can support the causes you care about while potentially creating tax efficiencies as part of a broader financial strategy. Thoughtful planning can help align your generosity with long term financial goals.
Planning opportunities may include:
• Qualified Charitable Distributions (QCDs): Direct transfers from an eligible IRA to a qualified charity that may be excluded from taxable income if IRS requirements are met. (eligibility rules and limits apply).
• Donor Advised Funds: A structured approach to charitable giving.
• Donating appreciated securities instead of cash.
• Reviewing annual donation amounts as part of your overall financial plan.
• Coordinating charitable gifts with Required Minimum Distributions (RMDs), which are mandatory withdrawals from certain retirement accounts after reaching the applicable age.
www.LakeFG.com
262-268-9900

*This content is for educational purposes only and should not be construed as tax or legal advice. Consult your tax or legal professional regarding your specific situation.

08/13/2026

Your Goals. Your Plan.
At Lake Financial Group, we work with individuals, families, and business owners to help coordinate important financial decisions and build strategies aligned with their goals.
Contact Us Today
www.LakeFG.com
262-268-9900

08/11/2026

National 401(k) Day is a great reminder to revisit your retirement savings strategy.
Taking time to review your contribution rate, investment selections, and available plan features can help ensure your retirement plan continues to reflect your current goals and circumstances.
Features such as automatic contribution increases may help make saving for retirement a consistent part of your long-term financial strategy.
At Lake Financial Group, we're committed to helping individuals and families navigate important financial decisions with education and guidance. If you have questions about your retirement plan, we're here to help.
www.LakeFG.com
262-268-9900
*This content is provided for educational purposes only and should not be construed as investment, tax, or legal advice. Investing involves risk, including the potential loss of principal. Consult with qualified professionals regarding your individual situation.

08/06/2026

You're invited to Lake Financial Group's Annual Open House.

Join us for an evening of connection, conversation, signature cocktails, light bites, and special giveaways as we welcome clients, friends, and members of our community.

Wednesday, September 9, 2026
5:00 PM to 8:30 PM
Lake Financial Group
102 E Pier St, Port Washington, WI

This is an open house format, so stop by anytime throughout the evening.

RSVP here: https://www.lakefg.com/events/2026-annual-open-house

Lake Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Important Information & Disclosures: http://bit.ly/2f98X9d

07/31/2026

Our Q3 2026 Quarterly Consultation Newsletter is now available.
Explore insights on current market conditions, financial planning considerations, and strategies designed to help you stay focused on your long-term goals.
Read the newsletter here: www.lakefg.com/2026-q3-newsletter
Lake Financial Group
262-268-9900
www.LakeFG.com

07/29/2026

Join us at Lions Fest in Port Washington this weekend as we celebrate community, connect with neighbors, and enjoy one of summer's favorite local traditions. We look forward to seeing you there.
Festivities kick off Friday at 3PM
Veterans Memorial Park
410 N Lake St
Port Washington WI
7/31/26 - 8/2/26