Our Firm

In an industry dominated by large, remote institutions where your identity is your account number, Lake Forest Park Financial is dedicated to a tradition of personalized service. We are a full-service financial services firm dedicated to assisting our clients in building and preserving wealth.

What does financial security mean to you? How do you want to live in retirement? How do you balance current needs with long term goals?

We want to help you gather and analyze your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance. Let’s build you a financial strategy that considers your specifics along with inflation, taxes, social security, and budget. Periodic review of your strategy, adjusting based on life changes & global events, and proactive dialogue around market events is a hallmark of our service model.

Through years of experience in financial services we’ve developed a core list of beliefs that emphasize our philosophy:

• We believe that a long-term partnership should be built on trust that is earned
• We believe your needs supersede our own and that advice should be tailored to your long-term plan, not that of a parent-company
• We believe that a financial plan is a powerful tool; not a ‘one size fits all’ document
• We believe your plan should be specific, detailed, and evolve with your needs
• We believe independence matters and that our loyalty belongs completely to our clients
• We believe that as your trusted financial advisor you should have access to us, via cell and email, 24/7, 365