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Step #1:

Schedule a 20-Minute Phone Call





Still Have Questions?  Keep Reading ...


Who does Lakehouse Family Wealth work with? Individuals? Or just Families?


Can you tell me more about Lakehouse Family Wealth?


What are your thoughts on annuities?


Do you work with clients in other states? Do you meet virtually or use Zoom?


Do you have investment minimums?


How do you bill?


Are you a Fiduciary?


What financial areas do you cover?


Do you offer an hourly or one-time project fee option?


What type of investments do you use and recommend to clients?


How are you different than other financial advisors?




Not quite ready to schedule an appointment?  That's OK! 

           

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