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For Individuals

At BlueLake Wealth Advisors, we build strong relationships based on trust, then work with you to help you pursue your goals.  We offer a comprehensive suite of services designed to help you and your family plan for your financial future. 

Our services include:

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • College Planning
  • Estate Planning
  • Retirement Asset Rollovers
  • Cash Flow Analysis
  • Risk Management/Insurance

Wealth Management

We strive to develop a portfolio of investments that produces appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Brokerage Accounts
  • Advisory Accounts
  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Alternative Investments
  • Variable Annuities
  • Unit Investment Trusts (UITs)

We are also able to coordinate with other financial professionals, such as attorneys and CPAs, to cover all your bases. Contact us today to get started.