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.
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.
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.
How do I approach working with clients to ensure their financial needs are met?
I am Building a strong working relationship and understanding my clients’ unique financial circumstances are at the core of my approach. I begin by conducting thorough consultations to gain insights into their financial goals, challenges, and aspirations. Based on their specific needs, I develop tailored solutions and collaborate closely with them throughout the process. I believe in clear communication, responsiveness, and providing transparent guidance to empower my clients in making sound financial decisions.
Rita Lakes is the owner and founder of HJP Lakes Financial Solutions, LLC. She is an experienced and knowledgeable accountant and financial professional, ready to work with you to ensure you and your family’s financial future. She has a degree in Accounting. She earned her Life and Health License in State of Georgia and other multiple States. She has been a member of NATP, and NAIFA and earned the RSSA, CLTC designations.
She become a CFE Certified Financial Educator and love to help businesses and families secure their future. After 30 years working with different industries, She made the decision to start her own accounting, tax and financial services company. Over the past 20 years, she has worked with different sector of clients to help them in their books, taxes, business strategies, save and invest, and manage plans that will offer safe investments and excellent returns.
As a licensed financial professional’s main goal is to help you make well-informed decisions on what types of insurance plans, savings & investments, retirement planning and strategies are right for you. She also emphasizes the need to manage growth strategy as your goals and needs change. She will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that she devotes to her own.
Along with her professional qualifications, She stay updated with the latest accounting standards, tax regulations, and financial practices. She is committed to providing accurate, reliable, and ethical financial services that help her clients achieve their financial objectives.
She is here to help whenever you need assistance. Feel free to reach out if you have any financial-related inquiries. Have a great day!