Financial planning exists on many levels, and, done thoughtfully, should encompass all areas of your financial life. At Lake City Bank, our experienced advisors are familiar with the complex needs of wealthy individuals and can construct a plan that will serve you well now and into the future. Situations and timing vary—you may be ready to retire, considering selling your business or just starting out. With a financial plan in place you will have a framework that allows you to easily understand how each financial decision affects other areas of your financial life.
Your wealth advisor will help you create a plan that addresses your needs and goals, and will work with you going forward to implement the plan. Steps included in planning are:
Gather data and identify your goals
Analyze and evaluate your financial status
Develop and present recommendations designed for you
Implement the recommendations and monitor your results
Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured and may involve risk, including possible loss of principal.