Lake Growth Financial Services

Lake Growth Financial Services Your proven partner for meeting the financial challenges in your life, by providing financial strate

What is it like to partner with Lake Growth in your personal or business financial needs?

--- First, we work one on one with people in an advisory role, conducting a thorough analysis of their financial situation.
--- Second, we create a blueprint and help people get from where they are now to achieving their financial goals.
--- Third, we set up an accountability system to make sure they stay

on-track, allowing for adjustments due to unforeseen life and work changes. There are three reasons why people work with us, in no particular order…
1) We will provide you with what you need to know and what you need to do in order to increase your net worth. (knowledge)
2) We will help you create a strong foundation for your financial health, enabling you to weather the ups and downs along the way. (foundations)
3) We focus on building good relationships with our clients and help them look more closely at the relationships that matter to them. (relationship)


Bottom-line it boils down to four things:

1. You will be more focused on the financial issues that matter to you the most.

2. Second, you will be more in control of your situation, regardless of what is happening with the economy.

3. Third, your nest egg will grow with certainty,

4. ...and fourth, ultimately at the end of the day, you will feel at ease and more peace of mind, confident you are doing your best in matters of your money.

08/27/2026

Stop making the IRS your favorite child. “Your family gets more, not less, than you put in.” Who’s driving your money — you or Washington?

08/26/2026

Wild concept for a Wednesday: with the right policy, when you take a loan your cash value keeps compounding as if you never touched it. Meanwhile in 401(k) land, “once you withdraw money out, the growth on that money stops forever.” One of these is quietly working for you. Care to guess which?

08/25/2026

“You’re saving for the government’s future revenue needs.” Be honest — what is your 401(k) really funding?

We tend to treat tax deferral as an automatic win, but “guessing is not a plan.” Deferral is really a bet that future ta...
08/24/2026

We tend to treat tax deferral as an automatic win, but “guessing is not a plan.”

Deferral is really a bet that future tax rates will be kind to us — and none of us has seen that vote.

With today’s debt and spending, is that a bet you’d make anywhere else in your portfolio?

🤔 I’d genuinely like to hear how you weigh certainty against deferral.

Here’s a line to ruin your Saturday coffee: “The government walked away with $80,000… more than the $60,000 that either ...
08/22/2026

Here’s a line to ruin your Saturday coffee: “The government walked away with $80,000… more than the $60,000 that either of your kids received individually.” That’s what a “responsible” 401(k) can quietly do once taxes take their turn. Be honest — did anyone explain that part to you when you started your 401(k)?

https://youtu.be/jh0hppMykPM?si=YrvZLr1onQimikV8

This week's episode could change everything The heart of this week’s conversation is a single line: “When you control th...
08/21/2026

This week's episode could change everything

The heart of this week’s conversation is a single line: “When you control the chassis, you control who benefits.” I walk through two retired brothers in the same tax bracket — one keeps every dollar he pulls, the other loses tens of thousands a year to taxes on the same lifestyle. The difference isn’t luck or returns; it’s the structure their money rides on. Where in your own plan might the structure be quietly deciding who benefits?
https://youtu.be/jh0hppMykPM?si=YrvZLr1onQimikV8

Are you accidentally making the IRS the biggest beneficiary of your...

If financing feels shaky and you’d like to explore becoming your own source of capital, that’s a conversation we’re alwa...
08/20/2026

If financing feels shaky and you’d like to explore becoming your own source of capital, that’s a conversation we’re always glad to have at Lake Growth. What questions would you want answered first?

08/19/2026

One of my favorite pairings in any portfolio is a little Batman and Robin: rental cash flow for income, and dividend-paying whole life for the one thing real estate is genuinely tricky on — liquidity. Liquid access to money for opportunities and emergencies solves a surprising number of the problems real estate investors run into. Where does your cash live between deals, and is it working while it waits?

08/18/2026

Where does your “between-deals” cash sit right now?

Recency bias whispers “this will keep going.” Then it goes the other way. Stress test your plan. When’s the last time yo...
08/17/2026

Recency bias whispers “this will keep going.” Then it goes the other way. Stress test your plan. When’s the last time you did?

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303 N. Second Street Suite 23-A
Saint Charles, IL
60174

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