When coming up with the name and outlook of the company we wanted it to symbolize our vision for our future, but also the visions that make up the clients that we want to work with.

Our mission at Country & Lake Life Financial Strategies LLC is to empower the individuals, families, and businesses that we work with to be able to achieve their visions for their future so that they can ultimately lead fulfilling lives. Our approach is based on the use of holistic financial planning with an understanding that the visions for one’s future are not based on a particular investment or product, its based on an understanding of where one is currently at so we can help create, set and prioritize strategic goals towards a desired outcome.

We base our mission off the belief that there are a lot of people who dream about the life they want to live, but dreams are not intentional, they are an imaginative state of mind that one is ultimately not in control of. Visions are specific and one uses their imagination to create, set and prioritize strategic goals to achieve a desired outcome or future. At Country & Lake Life Financial Strategies LLC, we work to transform dreams into visions and visions into reality by helping our clients create, set and prioritize strategic goals to lead fulfilling lives.