Western Lakes Financial is a financial advisory firm focused on helping individuals plan for retirement and build financial strategies around their circumstances and future goals. Founded to provide comprehensive financial services, the firm emphasizes understanding each client’s situation rather than relying on a one-size-fits-all investment approach. Its services include financial planning, investment planning, retirement planning, and college planning.

A central part of its approach is developing personalized plans that consider the different elements of a client’s financial picture, including investment choices and opportunities for tax reduction. The firm says these customized tax strategies may help clients retain more of their money in retirement. Western Lakes Financial also highlights attentive analysis, ongoing communication, and strong client relationships as important parts of its process.

It describes its advisors as fiduciaries, with duties of loyalty and care and an obligation to place clients’ best interests first. Securities and advisory services are offered through CreativeOne Securities, LLC, a FINRA/SIPC member and investment adviser; the two organizations state they are not affiliated