Lake Growth Financial Services

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United States
Saint Charles, IL
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.

11/02/2026

Roth vs. whole life? Wrong fight. "It's both/and." Who sold you the cage match?

11/02/2026

"You're not chasing the highest possible spreadsheet number." If not the biggest projection, what are you actually building toward?

10/31/2026

"Look cheaper in year one" has a sequel. Ballooning premium or face-planting side fund. Which way did you lose?

10/30/2026

"It was originally projected to reach $44,600 of cash value. It actually reached $113,000." One policy, 46 years. What would your old statements show?

Disclosures: All guarantees are based on the claims-paying ability of the insurer. Dividends are not guaranteed. Your results will be different from any discussed here, as each policy is custom tailored. Historical figures describe one policy discussed in the episode and do not predict future results.

10/29/2026

"Behavior beats starting balance." Which habit would change your numbers most? Reach out at notyouraveragefinancialpodcast.com and click 'Request a Meeting'.

10/28/2026

Split it all evenly. Wait three years. "Different behaviors... a very different ending." Truck in the ditch or business up and running? Reach out at notyouraveragefinancialpodcast.com and click 'Request a Meeting'.

10/27/2026

"Villains are easier than doing your homework." What usually stops you from looking into a new strategy? Reply 1-6: 1) Not sure where to start 2) Too complicated 3) Not for people like me 4) Past experience 5) No time 6) Open, just haven't yet

10/26/2026

Your tax code still wrapped in police tape? "Treat the tax code like a toolbox, not like a crime scene." What's stopping you?

10/25/2026

"It's not a status symbol. It can be more like a shock absorber." What in your finances is there to absorb a hard month?

10/24/2026

Cry "rigged" or hide in the defaults. Same result. "They confuse unfamiliar with unfair." Which way did you lose?

Address

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

Website

http://lakegrowth.com/contact-us/request-a-meeting/

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