Most of the firm's clients choose Lakeland's Wealth Advisory services, which is Lakeland's comprehensive approach to addressing your total wealth picture, all within one simple, asset-based advisory fee. Lakeland approaches wealth advice through seven (7) key financial initiatives, most of which may be considered "universal" to one's personal finances, regardless of your fiancial position in life. The firm believes that approaching each of these seven core financial initiatives decisively and from a comprehensive financial/investment/estate planning perspective could strengthen and streamline your personal wealth situation so that you could have greater confidence and control in achieving your lifetime financial goals.

Lakeland’s Seven (7) Full Service Wealth Advisory Initiatives

  1. Investment & Portfolio Management – intuitive, cost effective investment management tailored to each investor's unique situation
  2. Life Insurance Planning - protecting family/business cash flows and future capital needs in event of a sudden, premature loss-of-life catastrophe
  3. Retirement & Cash Flow/Distribution Planning - retiring when ready and able with an investment nest egg that will endure a retirement that lasts from 20 to 30 years or longer
  4. Tax Strategy Planning - projecting the impact of income taxation and estate taxation on current & future planning years, and planning for tax minimization
  5. Education/College Planning - adequately funding the advanced educational needs of the family's members & minimization of educational debt bills 
  6. Long Term Care Planning - preparing/planning in advance for support and resources towards the compassionate long-term health care of a family’s elderly members
  7. Family Estate Planning - building/endowing viable multigenerational wealth legacies to future generations of your family and/or charitable organizations 

Lakeland’s Wealth Advisory service level engages a comprehensive approach to family wealth management by focusing on these seven (7) key financial initiatives, helping to bridge a client's understanding of their overall financial/investment/estate planning universe, with an overarching goal to help improve a clients’ lifetime wealth prospects. Lakeland will help a client to implement investment and insurance strategies and, as needed, advanced financial solutions towards helping each client achieve their financial goals.

How affordable are Lakeland's services?

Some financial services firms charge an hourly fee for their advice. Those hourly fees often resemble attorney's fees and can add up quickly. Other financial firms charge one fee for investment management services and then charge another fee separately for financial planning services. Those combined fees, when financial planning and investment management services are engaged by virtue of necessity on behalf of a client, can amount to a considerable annualized sum of money.

Lakeland’s fee arrangement for the firm's wealth advisory clients involves wealth advisory/financial planning/investment management services all inclusive within one simple, asset-based advisory fee, conveniently assessed quarterly through your investment accounts. There are no hourly fees or separate checks to write for financial planning services. And Lakeland’s wealth advisory fee is both highly competitive by industry standards and negotiable upon mutual considerations.

Click here for Lakeland’s Full Service Wealth Advisory pricing

The firm also offers à la carte planning level services, for a flat fee, for basic retirement planning, estate planning or college planning services, as well as for investment consultation services. 

Click here to learn more about Lakeland’s à la carte Advisory Services pricing