Lake Growth

Financial Services

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Welcome!

What if
you could create wealth
in a safe and predictable way
and become your own source of financing?

Now you can.

Book a Meeting with Mark Willis, CFP®


You may want to protect and grow your money.



You may want to ensure your money is tax efficient.



You may want to keep your money available for all your goals in life, both now and in the future.



Finally, you may want to pass your wealth on favorably to the people you care about.


That's what we do.

How Might We Help You?

Let's Talk About

Retirement Solutions

Retirement today has taken on many new dimensions. Discover a new approach to adding predictability and reliability to your financial future. Let’s meet your unique financial challenges with unique
financial strategies!

Bank on Yourself®

Bank On Yourself® type whole life insurance policies can play a key role in your financial foundation. Receive more assurance of safety and growth compared to conventional investments to help you achieve your financial goals.

Estate Planning

When it comes to organizing your estate, having a checklist and important documents in hand is a key part of the process. Make sure your legacy is in good order with our support and help.

Qualified Rollovers

It’s only a matter of time when you’re faced with the decision of what you’re going to do with your 401(k), 403(b) or IRA.
But before you decide, it’s important to understand all of your options.


Education Solutions

Paying for college or other education appropriately is a vital component to protecting your retirement savings. Our strategies offer advantages that allow you to recapture college costs and to pay for college in the most tax efficient manner.

Business Financing &
Business Succession

Entrepreneurs, Real Estate Investors, e-Commerce Businesses and more discover solutions with our firm that they won’t find anywhere else. Have you developed a strategy for large capital purchases?

Charitable Planning

As you give gifts to an organization or group, let’s work through the working pieces to arrange and ensure a smooth experience for all parties, and generously impact the causes you care about the most.


Real Estate Strategies

Real estate can be a core component of your financial plan. Properly managing real estate, buying and selling, and the proactive use of your equity is a specialty we build into our conversations with clients.


Life, Disability and Long-Term Care Insurance

Insurance is essential to any comprehensive financial foundation. Discover how it can protect you and your family from any undue hardship. We work with individuals, families and businesses to assess and determine insurance needs.

Mark

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock-jockeys, attorneys, or other financial gurus. As host of the Not Your Average Financial Podcast™, he shares some of his strategies for working with real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.

Meet with Mark

When you subscribe to the Not Your Average Financial Podcast™ that Mark hosts, you will receive a FREE copy of Mark’s Exclusive interview with Authority Magazine.

YES! GET ME THE FREE EXCLUSIVE INTERVIEW

Work with Us

Schedule your FREE Financial Consultation today!

Book A Meeting