Value proposition

Helping women achieve financial independence and feel more confident about their future.

Lake Avenue Financial empowers women seeking financial clarity and independence. Our team of experienced professionals simplifies complex financial concepts, educates and alleviates the stress surrounding financial decisions.

Wealth Management, Working with Widowed or Divorced Women, Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Investment Planning, Asset Management, Financial Independence, Financial Advisor, Small Business Owners, and Executives