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.

At Country & Lake Life Financial Strategies LLC, we believe that meaningful financial planning transcends any individual products or investments. Our holistic approach begins with understanding of where you are today and the future you are trying to create. Once we have an understanding of that, we can start to focus into the area's of planning that could be most beneficial to you.

We base our mission off of the belief that we all dream about an unlived life inside of us. One that is fulfilling specifically to us, whether that is running a multi-million dollar corporation, retiring and moving to a lake or ocean, or building a family business that can continue for generations we want to be apart of your team to help you get there.