Growing up in the Caribbean during the fifties, I witnessed older family members who never relied on banks to purchase homes or other major assets. They managed to buy houses, pay school tuition, and own businesses through a generational concept of controlling their money by avoiding interest. I later learned how Mutual companies that place their clients' success over shareholder profits have been providing their clients with the same financial concept for over a century. They place their clients' success over shareholder profits, and you can also benefit with their proven methods. I would love to tailor an illustration to fit your personal financial goals. Please take action by contacting me for an appointment.
We collaborate with families committed to building and preserving wealth for current and future generations, stressing the importance of seeking information and resources to excel financially in key lifestyle areas.
What We Do
ABOUT
The High Cost of Waiting
The High Cost of Waiting
Growing up in the fifties and sixties with older and wiser family members who were unsung entrepreneurs, we were privileged to observe their family banking system which seemed primitive to those of us who were "more advanced".
Our parents were not the originators of the system, but incorporated the concepts of financial institutions that
Growing up in the fifties and sixties with older and wiser family members who were unsung entrepreneurs, we were privileged to observe their family banking system which seemed primitive to those of us who were "more advanced".
Our parents were not the originators of the system, but incorporated the concepts of financial institutions that are now over a hundred years old, and are still placing families over profit.
The time proven strategies of these corporations are continuing to outperform other companies whose primary focus is NOT the client.
The High Cost of Waiting
The High Cost of Waiting
The High Cost of Waiting
Waiting to identify your goals and connecting to a sense of urgency can delay your journey to financial freedom. To help you initiate the process we direct your attention to the various hidden and visible reasons why you should take action. The reality of waiting can be easily overlooked or minimized, but should be considered impactful t
Waiting to identify your goals and connecting to a sense of urgency can delay your journey to financial freedom. To help you initiate the process we direct your attention to the various hidden and visible reasons why you should take action. The reality of waiting can be easily overlooked or minimized, but should be considered impactful toward decreasing and eliminating debt, increasing savings, reducing interest costs on purchases and other financial actions. considerations. We have you covered as you move forward in becoming wealthy.
Our Expertise
The High Cost of Waiting
Our Expertise
With over 25 years of combined experience in the financial arena, Lake Legacy's approach to financial education and a commitment to working with companies who value our clients as we do, we commit to providing proven steps and systems for financial freedom. We analyze your input to identify and formulate the best approach to execute a m
With over 25 years of combined experience in the financial arena, Lake Legacy's approach to financial education and a commitment to working with companies who value our clients as we do, we commit to providing proven steps and systems for financial freedom. We analyze your input to identify and formulate the best approach to execute a manageable and profitable plan for you and family. By focusing on relationship building rather than transactions, our aim is to foster lasting trust, ensure clients feel supported and demonstrate our expertise in wealth building and generational transfer.
College Planning and Partnerships
Your little ones are growing, and so is the cost for their higher education. No need to encounter "the high cost of waiting" when freshman year arrives. We can walk you through a simple process of building a college fund that's right for you, right now.