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  • Lake Superior Financial Services, Inc.
    11 E Superior St Ste 544 Duluth, MN 55802-2089 T: 218.625.2430
    Map and Directions Map and Directions

A steadfast financial partner for families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

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What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Families and Individuals

Families and Individuals

02/17/2020

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Case Study

Pursuing a plan to retire early

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

read 7 ways to boost savings


The hypothetical example above is for illustrative purposes and is not representative of any actual experience. Individual results will vary. Asset allocation does not guarantee a profit nor protect against loss.

50%

Goal savings rate

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

  • Combining finances and accounts
  • Working toward shared financial goals
  • Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

  • Planning for education expenses
  • Estate planning that allows you to designate a guardian
  • Mitigating risk with life and disability insurance

Changing careers

We’ll help ease the transition to a new venture.

  • Making the most of your benefits
  • Updating your financial plan and goals
  • Planning for the sale or purchase of a business

Getting divorced

We’ll help you navigate the path to financial independence.

  • Defining new financial goals
  • Building a solid foundation with banking and lending solutions
  • Updating your legacy plan and beneficiaries
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Related Resources

Which Education Expenses Are Considered Qualified?

08/19/2020
Learn more about what the savings in a 529 plan can help pay for.

Family & Life Events

Leaving Money to Your Kids? Consider These Inheritance Tips

08/18/2020
How to have a valuable family conversation about your estate.

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family & Life Events

Visualize Your Future [VIDEO]

12/25/2017
Achieving your vision for the future requires planning.

Retirement & Longevity

401(k) Savings Calculator

A 401(k) can be one of your best tools for creating a secure reti...

Retirement & Longevity

401(k): Spend It or Save It

There are several ways to manage your 401(k) balance when you lea...

Retirement & Longevity

403(b) Savings Calculator

403(b) plans are only available for employees of certain nonprofi...

Retirement

Amortizing Loan Calculator

Enter your desired payment - and let us calculate your loan amoun...

Loans

Asset Allocation Calculator

Asset allocation is designed to help you create a balanced portfo...

Savings & Investments

Benefits of Spending Less

Reducing your spending can be worth more than you might think. Us...

Savings & Investments

Car Loan Calculator

Use this calculator to generate an estimated amortization schedul...

Loans

Cash Flow Calculator

Having adequate cash flow is essential to keep your business runn...

Personal Finance
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Whatever your priorities are in life, we’re here to offer the guidance you seek.

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Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc, and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

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Lake Superior Financial Services LogoLake Superior Financial Services Logo
  • Lake Superior Financial Services, Inc.: 11 E Superior St Ste 544 Duluth, MN 55802-2089
  • T: 218.625.2430
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Lake Superior Financial Services, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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