Your Financial Life, All In One Place
Lakefront Wealth Advisory provides comprehensive financial planning and wealth management services tailored to each individual's unique needs. Straightforward advice and full-service support to help you stay organized, make informed decisions, and feel confident about the future.
“Our role is to sit at the center of your financial life and ensure everything is working at its best. Our gift to you: peace of mind and your time back.”
– Joshua Timblin, Founder, Lakefront Wealth Advisory
You deserve more than just investment advice
Investment advice is only a component of your complete financial picture. We believe it should be fully comprehensive and integrated without having to pay several different professionals and multiple layers of fees.
Built Around Your Life
Whether you're building wealth or drawing from it, we help adjust financial plans as goals evolve.
Integrated, Not Isolated
Our approach combines cash flows, tax, investments, estate planning, and insurance – all designed to work together.
Meetings That Matter
Each meeting includes an updated financial diagnostics document, so you know where you stand.
How We Think Differently
- Can smart cash planning accelerate retirement?
- Is there smart debt? Can it accelerate asset growth?
- Roth conversion vs IRA distribution; which, when and why?
- Are you taking full advantage of tax code?
- Is your estate plan private or public?
- Are you taking advantage of insurance companies or are they taking advantage of you?