Financial Planning for Busy Families
As Featured In
Financial Planning for Families
As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Organizing activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.
Whether you’re feeling confused, overwhelmed, or don’t have a financial plan at all, Lake Road Advisors can help.
Lake Road Advisors, a fee-only, independent financial planning firm with offices in Corning, NY, Ithaca, NY and Portland, OR works with clients virtually all across the country.
When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind. We’ll get to know you and understand your goals and concerns. Then, depending on your priorities, we’ll help you:
- Map out a realistic and achievable plan for your current goals and financial independence
- Build a complete, well-organized understanding of your financial situation
- Follow proven methods to stay on target with experts by your side every step of the way
- Invest your money wisely, understand risks, and build wealth over time
- Understand where your money is going and align spending to achieve your goals
- Invest in your children’s future, including their education
Why Choose Us?
Save Time
Stress Less
Reach Goals
Get Accountability
Feel Organized
There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way. Expect a dedicated relationship where you can get expert insight and answers to your most pressing questions:
- Are we on track?
- Are we making smart tax decisions? How do we avoid surprises come tax time?
- How do I manage my equity compensation (stock, RSU’s, options)?
- Am I falling behind on saving for my children’s education?
- How do I adapt my financial plan now that (my kids are in school, I’ve changed careers, we’re expecting a baby)?
- Am I on target for retirement?
- Should we purchase a rental property?
- Can we go down to one income and still achieve our goals?
- Am I maximizing the potential of my savings and investments?
- When should I sell my company stock?
What Our Clients Say
Insights
Why Your Social Security Statement Is Important (and How to Review It)
Reviewing your Social Security statement and estimated benefits online is fast and easy, plus it can help you with retirement planning and knowing whether the SSA has accurate information on file. Learn more ....
Managing Your Credit Score: Myths Debunked & Strategies
In this video, Paul Sydlansky, CFP®, tackles the myths surrounding credit scores and offers actionable tips for effective credit management. Learn more ....
5 Helpful Finance Books for Your Next Weekend Read
Looking to level up your financial knowledge this weekend? Check out our top book picks that cover everything from the basics to building wealth. Learn more ....