Lake Growth Financial Services

Lake Growth Financial Services Your proven partner for meeting the financial challenges in your life, by providing financial strate

What is it like to partner with Lake Growth in your personal or business financial needs?

--- First, we work one on one with people in an advisory role, conducting a thorough analysis of their financial situation.
--- Second, we create a blueprint and help people get from where they are now to achieving their financial goals.
--- Third, we set up an accountability system to make sure they stay

on-track, allowing for adjustments due to unforeseen life and work changes. There are three reasons why people work with us, in no particular order…
1) We will provide you with what you need to know and what you need to do in order to increase your net worth. (knowledge)
2) We will help you create a strong foundation for your financial health, enabling you to weather the ups and downs along the way. (foundations)
3) We focus on building good relationships with our clients and help them look more closely at the relationships that matter to them. (relationship)


Bottom-line it boils down to four things:

1. You will be more focused on the financial issues that matter to you the most.

2. Second, you will be more in control of your situation, regardless of what is happening with the economy.

3. Third, your nest egg will grow with certainty,

4. ...and fourth, ultimately at the end of the day, you will feel at ease and more peace of mind, confident you are doing your best in matters of your money.

06/09/2026

What's the biggest "invisible" wealth leak in most American families?

No perfect sequence. No step-by-step guarantee.Just intentional moves toward certainty — wherever you happen to start."F...
06/08/2026

No perfect sequence. No step-by-step guarantee.
Just intentional moves toward certainty — wherever you happen to start.
"Financial mastery does not unfold in some sort of direct straight line." — Mark Willis, CFP®
What money belief have you completely changed your mind about?

06/06/2026

"Whether you finance the car or pay cash for the car, the result is the same. You lose." Finance it — interest flows out forever. Pay cash — savings resets to zero. Both leave you back at square one. What's the largest purchase you've made where you felt like both options were bad and wished there was a third?

06/05/2026

Join Mark Willis, CFP®, David C. Barnett, and guests for a timely discussion on 2026 entrepreneur challenges—cash flow, inflation, uncertainty—and how to build lasting protection. We unpack The Business Fortress and share strategies for personal financial control. Link to book: https://a.co/d/bQOSaEv

Episode 457 is live — and this one is going to make you look at your savings differently.I break down the Green Belt: gi...
06/05/2026

Episode 457 is live — and this one is going to make you look at your savings differently.
I break down the Green Belt: giving every major expense — college, the next car, real estate, your tax bill — its own dedicated engine. One that grows regardless of what the market does. One you access on your own schedule.
"You're no longer just buying a policy. You're building a personalized banking system."
That shift separates people who own financial products from people who actually use them.
https://youtu.be/iPjck9MQSFA?si=Bnv4fezDXS0BmLch

What if instead of one savings account — or one life insurance poli...

We covered a lot of ground this week: the 401k tax problem, the RMD time bomb, the entrepreneur's private line of credit...
06/04/2026

We covered a lot of ground this week: the 401k tax problem, the RMD time bomb, the entrepreneur's private line of credit, and the buy-sell structure that saved a plumbing company. https://youtu.be/hJQhHFWN02A?si=UFbJo6pcdTMqLLO3

If any one of those scenarios felt familiar, the best next step is a real conversation.
See how in the comments 👇

Your 401(k) may be the biggest financial trap you've ever walked in...

06/03/2026

Sequence of returns risk is the danger that a market downturn in the first years of retirement permanently damages your income plan. Do you have a guaranteed floor that protects against it?

06/02/2026

Business owners: where do your retained earnings go?

Thanks for having me on as your guest .atwellListen as we discuss why most investors don’t actually earn the returns the...
06/02/2026

Thanks for having me on as your guest .atwell

Listen as we discuss why most investors don’t actually earn the returns they expect from the stock market, how volatility impacts your wealth, and how to build a more stable financial system that works alongside real estate investing!

https://youtu.be/kdtg1q0jcwk?si=Wx1cIQaH3ClF34oG

READY TO BUY YOUR FIRST SHORT TERM RENTAL? Book a call with me to t...

Let us have a real conversation. For the business owners here: have you ever had a bank pull your line of credit right w...
06/01/2026

Let us have a real conversation. For the business owners here: have you ever had a bank pull your line of credit right when you needed it most? That experience is more common than most people admit. Drop your story in the comments. What happened and what did you do about it?

Address

303 N. Second Street Suite 23-A
Saint Charles, IL
60174

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