Lakeway Wealth Partners

Hey Laura, prospects look us up before the first meeting and our website looks like 2012. Make our new site, live: a home page that says in one screen what we do and who we serve, a page for each kind of client below, the team, how we work and what it costs, and what happens at the first meeting; plus the welcome packet we send before a first meeting, as a PDF. Plain words, no jargon, no returns or promises about markets. This is a sample; the firm, the people and the fees are invented. We're Lakeway Wealth Partners in Madison, Wisconsin: six advisors and a CPA on staff, fee only. Our clients: university faculty and staff with pensions and retirement plans to sort out, nurses and hospital staff, owners of small businesses who want to sell someday, and retirees who want one person for taxes and investments. What we do: retirement planning, tax planning with our own CPA, college savings, and working with clients' attorneys on their estate plans. Planning starts at a flat $4,800 a year. The first meeting is an hour, free, at our office on the isthmus or by video: we listen, ask about goals, and send a one page summary within a week. The team: Karen Lindahl, Jon Mbeki, Rosa Quintero, Ben Halvard, Amy Sorensen, Theo Park, and Dana Field, CPA. Book at meet.lakewaywealth.example or call 608 555 0186. Our colors are lake blue and maple red.