Lake Growth Financial Services

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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.

“Either yesterday or today.” The contract is the part they have grandfathered before. Request a Meeting at notyouraverag...
10/15/2026

“Either yesterday or today.” The contract is the part they have grandfathered before. Request a Meeting at notyouraveragefinancialpodcast.com. What are you still renting?

The line from our company read of Atomic Habits keeps earning its keep. “Never interrupt compounding unnecessarily.” A c...
10/14/2026

The line from our company read of Atomic Habits keeps earning its keep. “Never interrupt compounding unnecessarily.” A car, a mortgage payoff, a first business — those are real uses of capital. They do not have to bench the growth. Borrow against the house and the house can fall. Borrow against the 401(k) and you are in someone else’s rulebook. A policy loan on a participating contract leaves the guarantee on the clock. Where have you been interrupting compounding because that was the only door you had?

10/13/2026

Be honest. Your money thinks you are:

10/12/2026

The reframe is not “leave your bank.” It is “stop giving every dollar the same job.” “Don’t be the product. Don’t be the consumer. Think like the owner.” Convenience can stay at the institution that runs the debit card. Ownership — surplus, access, a contract that is not trying to impress Friday’s call — is a different seat. A universal life contract can leave you in a mutual company and still outside the ownership. Where would you move one pile if the seat had to change?

10/01/2026

Homework: ask whoever manages your money, “What do you wish you could tell me?” “If they’re not willing to go there with you, you don’t have a relationship. You have a person who you’re paying.” Then watch what happens. Who are you asking first?

Telling someone the hard truth about their money is only half of kindness. The other half is what you do next. As I said...
09/30/2026

Telling someone the hard truth about their money is only half of kindness. The other half is what you do next. As I said this week, don’t just hand someone a shovel so they can measure how deep the hole is, “hand them a ladder and start working one rung at a time.”
https://youtu.be/G06aKM13EZ4?si=dKP_uZXdkmiGheNU

This week I do something a little different. Instead of interviewin...

09/29/2026

Your advisor’s favorite phrase is:

09/28/2026

“You can’t build plans on hopes and prayers.” Fifty percent returns forever, the market bailing you out, that inheritance you’re counting on. Hope is not a strategy. Reality is undefeated. So what’s your plan actually built on, math or vibes?

Address

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

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