Lake County Financial Planning (LCFP) was established in 1999 as a full service firm, including financial planning services.
We provide quality objective advice specifically tailored to each client’s individual needs. My goal is to build, protect and preserve your wealth through comprehensive financial planning.
I'm Most Proud Of: My commitment to my clients. I regularly monitor your progress to help ensure that we stay on track throughout your lifetime. I treat this responsibility as if every person were part of my family
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
- Variable Annuities: FL, IA, IL, KY, MI, SC, TX, WI
- Securities License: CA, FL, IA, IL, KY, MI, MN, SC, TX, WI
- Variable Life Insurance: FL, IA, IL, KY, MI, SC, WI( TX License #1482660)
- Fixed Annuities: FL, IA, IL, KY, MI, SC, WI( TX License #1482660)
- Life Insurance: FL, IA, IL, KY, MI, SC, WI( TX License #1482660)
Scott Davis is associated with the Chicagoland Financial Group Office, 1901 Butterfield Rd, Suite 250, Downers Grove, IL, 60515-5463, Managing Director: Jeffrey Martinath, Phone: 630-493-0585. Scott Davis offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Scott Davis offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-201-6690
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