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What We Do

oneWe work one-on-one in an advisory role, conducting a thorough analysis of your financial situation.

oneSecond, we create a custom blueprint for achieving financial goals.

oneNext, we set up an accountability system for staying on-track, allowing for adjustments due to unforeseen life and work changes.

 

FREE Financial Consultation →

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Welcome

Welcome to Lake Growth Financial Services, a full financial firm committed to working with individuals and business-owners in creating wealth in a safe and predictable way, creating tax-free income, establishing clients as their own source of financing, and more.

 

 

 

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Evaluation and Analysis Request

We value your feedback! Please let us know how we can improve this presentation!

1. What's the most valuable idea you picked up?

2. What suggestion would you make to improve the presentation?

3. How would you rate the presentation from 1 to 10, with "10" being outstanding and "1" being you should have stayed home?

 Please contact me as soon as possible, so I can receive my FREE No-Obligation Analysis.

Analysis Request

Best time to call to talk briefly with me, during business hours:

NOTE: We never trade, rent, sell, or abuse your contact or other personal information. We ask for e-mail and phone to make it easy to contact you to prepare your analysis. By giving us this information, you authorize our company to contact you regarding your analysis.

Please tell us a little bit more about yourself so we can be better prepared to help you. (Don't worry if you don't have this information handy.) This information will be kept in strictest confidence:

What is your biggest financial concern(s)?

Do you own your own home?

Ages of children living at home:

What is your total monthly payment for your cars?

Approximate total credit card debt:

Do you own your own business?

Other comments:

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Secret to Lifetime Financial Security book and YOUR bonus!

STLFS book

I am honored to have been able to have a hand in putting together one of the most powerful financial tools I’ve seen in a long time…our new book…  The Secret to Lifetime Financial Security featuring yours truly, financial expert Pamela Yellen, and other leading financial professionals.

This book is the new path to financial security and really a wake up call after the hits our economy has taken over the past years. The book is here ladies and gentleman…and it is a MUST READ!

Just for purchasing the book today, and helping me get off to a great start, I’ve put together a huge bonus package for you!

 Here is a link to buy the book for $17.38:

Contact us to purchase your copy!!

Don’t want to wait? Ask for the e-book!

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Financial Counseling for Engaged & Newly Married Couples

Tying the knot? According to a recent survey, couples argue about MONEY more than any other topic.

Having a third party present when unearthing financial information can be extremely helpful, and we’re here to help. Whether you’re engaged or newly married, we will facilitate a conversation between both of you to increase transparency and develop strength in communication surrounding your finances.*

What can you expect?

    After 1 to 4 sessions, you will:

  • be more focused on the critical financial priorities that matter to you both
  • understand your joint history with money
  • be in more control of your situation, regardless of what’s happening outside of your relationship
  • feel inspired and at ease
  • have more peace of mind
  • have a surprisingly increased awareness of your financial situation

Who is your counselor?

Mark Willis of Lake Growth Financial Services holds a Masters of Divinity and training in couples counseling; he is certified in PREPARE/ENRICH and is a best-selling author. A licensed financial professional, he is also a husband who practices financial conversations with his wife every single month. Mark wants to help you create a strong financial foundation for your marriage, so you can weather the ups and downs of life. He will provide practical tips and skills that you will need to effectively communicate with each other.

Session 1, 90 minutes, Virtual or face-to-face in Chicago, $175**
Introduction. We’ll discuss your stories, financial styles, and how it blends or clashes with your partner’s. We provide a safe context, where you can discuss these perspectives.

Session 2, 90 minutes, $175** (optional)
Detailed financial conversation. Bring all of your numbers to the table. We will discuss your financial history, your current situation and talk about possible future plans, dreams and goals.

Session 3, 90 minutes, $175** (optional)
Big Expense workshop. While weddings can be very happy, often they can be a time of intense anxiety and overwhelm. Let’s talk through the big expenses relating to the ceremony, honeymoon, moving homes, and other big plans. Learning how to maneuver difficult money conversations, while managing emotional triggers, is a basic skill that will serve you both throughout the duration of your marriage.

Session 4, 60 minutes, FREE! (optional)
Run the numbers. Build a financial plan for saving, investing, insurance and retirement.

*Not for you? Give this amazing gift to a worthy couple! Gift one or more of these sessions to your friends, family and co-workers! Email hello@lakegrowth.com to get started.
**Can’t afford this? Bookmark or add a link to this page in your wedding registry!

We hope the best for you, and we’re excited for you as you embark on this new journey!
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The Challenge

Today’s economic climate demands more than ever from families, small business owners, and investors. It is clear that many of yesterday’s strategies are not sufficient for the future.

 

 

 

 

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The Need

We need fresh approaches to

 

 

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Solutions

Lake Growth is your proven partner for meeting the financial challenges in your life, by providing financial strategies and solutions that match your hopes and dreams.

 

 

 

 

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What We Do

oneWe work one-on-one in an advisory role, conducting a thorough analysis of your financial situation.

oneSecond, we create a custom blueprint for achieving financial goals.

oneNext, we set up an accountability system for staying on-track, allowing for adjustments due to unforeseen life and work changes.

 

FREE Financial Consultation →

Upcoming Events →

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