Lake Financial Group

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Port Washington, WI
Lake Financial Group

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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

06/15/2026

The day begins at Hole 1.
Looking forward to seeing everyone out on the course at The Bog in Saukville, WI today at
Shirli Flack’s Tee Up For Kids Golf Outing. We’re proud to be part of today’s event. Thank you to the Feith Family YMCA and Shirli Flack for their impact on the community.
Lake Financial Group
https://www.lakefg.com
262-268-9900

06/12/2026

Happy Birthday, Brad
Since 2017, Brad has been dedicated to helping business owners and educators build strong financial strategies and plan for the future. His commitment to personalized guidance and his community make a lasting impact every day.
Wishing you a great year ahead.
https://www.lakefg.com
262-268-9900

06/10/2026

At Lake Financial Group in Port Washington, Wisconsin we believe meaningful financial guidance begins with understanding the community we serve. Our approach is built on listening, thoughtful planning, and a focus on your long term goals.
We value relationships, consistency, and a disciplined process designed to support what matters most to you and your future.
https://www.lakefg.com
262-268-9900

06/04/2026

It was truly an honor to support the PWHS Limited Edition A Ca****la group on their journey to nationals.
We are proud to be part of such a talented and driven group, and we extend our sincere congratulations on your outstanding win. Your dedication, teamwork, and passion were clearly reflected in this achievement.
We look forward to seeing all that you accomplish in the future.
https://www.lakefg.com
262-268-9900

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.

Address

102 East Pier Street
Port Washington, WI
53074

Telephone

+12622689900

Website

http://www.LakeFG.com/

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