We offer a full range of financial advisement services that include active money management, full-service investment advice, risk management and tax and income strategies.
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
We take a comprehensive review of your social security benefits, your company pension, your retirement savings and develop a guaranteed income plan that you can not outlive. We Call this a "Know So Plan" as opposed to a "Hope So Plan." Lakewood Hills Investments is a full service financial planning firm specializing in development of guaranteed retirement income for clients. We work closely with our clients to define a unique income plan which combines all components of their retirement income into a lifetime income plan for success. This includes social security, corporate pension, qualified plans, non-qualified plans, and brokerage accounts. We specialize in social security maximization, personal pension planning, tax free retirement account development, survivor pension planning, and wealth transfer of assets.
