Decorative Header Image

Profile

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.


About Me

Hello, I’m Rita Lakes, and I specialize in providing comprehensive financial guidance tailored to my clients’ needs. With a diverse background in accounting, tax planning, financial consulting, and education, I offer expertise across various aspects of personal and business finance.”

Credentials and Designations:

I hold several key designations, including:

  • Certified in Long-Term Care (CLTC): Expertise in long-term care planning to ensure clients are prepared for future healthcare needs.
  • Registered Social Security Analyst (RSSA): Specializing in maximizing Social Security benefits for individuals and couples.
  • Certified Financial Educator (CFEd): Dedicated to promoting financial literacy and empowerment through education.
  • Fiduciary: Committed to acting in the best interests of my clients, upholding the highest standards of trust and integrity.
  • Licensed Financial Professional: Providing additional expertise in insurance, annuities, and retirement solutions to address clients’ comprehensive financial needs.

Professional Experience:

With 20+ years of experience as an accountant and tax professional, I assist individuals and businesses in navigating complex financial landscapes, optimizing tax strategies, and ensuring compliance. As a financial professional, I provide strategic planning and consulting services tailored to clients’ unique goals and circumstances.

Educational Initiatives:

As a passionate financial educator, I conduct workshops, seminars, and personalized coaching sessions to empower individuals with the knowledge and skills needed to make informed financial decisions. My goal is to demystify financial concepts and equip clients with practical tools for financial success.

I am dedicated to delivering personalized financial guidance that prioritizes clients’ financial well-being. Whether it’s through accounting, tax planning, long-term care planning, Social Security optimization, insurance solutions, retirement solutions, or financial education, I am committed to helping my clients achieve financial security and peace of mind.

LINK-IN-BIO