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.

06/03/2026

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?

05/30/2026

For every business owner reading this: when did you last review your buy-sell agreement? Do you even have one in place? Mark Willis shared a case study this week that shows exactly what happens when you have the right structure, and what it looks like when you do not. Worth a few minutes of honest reflection today.

"Whoever controls the financing function in your life is gonna control your financial destiny." In this week's episode,...
05/29/2026

"Whoever controls the financing function in your life is gonna control your financial destiny."

In this week's episode, we walk through what happens when you take a systematic annual withdrawal approach to tax-deferred accounts.

Instead of holding on and hoping tax rates stay manageable, you pay the known tax today and reposition those dollars into vehicles that grow with guarantees and give you tax-free access for life.

Are you the one holding that control right now?
https://youtu.be/hJQhHFWN02A?si=UFbJo6pcdTMqLLO3

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

05/28/2026

How you pay off debt matters as much as paying it off.

The Debt SnowBank Method™ eliminates outside debt while building wealth — simultaneously.

Ready to run your numbers? nyafinancialpodcast.com/request-a-meeting

"Lasting wealth is not just about the absence of debt. It’s about the presence of capital."You can build both. At the sa...
05/27/2026

"Lasting wealth is not just about the absence of debt. It’s about the presence of capital."

You can build both. At the same time.

— Mark Willis, CFP® | Ep. 455

I just had the honor of being a guest on Leadership Powered by Common Sense with Doug Thorpe. We talked about how you c...
05/27/2026

I just had the honor of being a guest on Leadership Powered by Common Sense with Doug Thorpe. We talked about how you can Bank On Yourself and becoming your own source of financing! Check out the show! https://www.youtube.com/watch?v=k22WjDYkkmk

Most business owners are great at making money — but struggle with what to do once they have it. In this episode, Doug Thorpe sits down with certified financ...

Here’s a concept from Episode 455 that I think every person carrying debt needs to understand:The Arrival Syndrome.It’s ...
05/26/2026

Here’s a concept from Episode 455 that I think every person carrying debt needs to understand:

The Arrival Syndrome.

It’s what happens when you’ve sacrificed everything to get to zero. You finally hit debt free. You celebrate. And then the very next week, life happens — car trouble, a medical bill, a broken appliance — and because every spare dollar went to your creditors, you have nothing left. So you fall right back into debt.

A Federal Reserve study shows the average household with debt has less than three months of expenses in actual liquid cash. That is not freedom. That is a financial tightrope.

The Debt SnowBank Method™ is designed specifically to protect against the Arrival Syndrome — because you build liquidity at the same time you eliminate debt.

If that sounds like a more stable path forward, visit nyafinancialpodcast.com/request-a-meeting.

Address

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

Website

Alerts

Be the first to know and let us send you an email when Lake Growth Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Lake Growth Financial Services:

Shortcuts

Share

Category