MassLakes.com

We realize that planning for a lakefront home purchase will ultimately raise questions about how this new asset will impact your financial goals, cash flow, tax position and estate plans.

MassLakes.com is proud to be affiliated with Lund Financial Group, an independent financial planning and wealth management firm. Christopher A. Lund, MBA, CFP®, is a well-known financial advisor in Massachusetts. Chris can analyze and review with you the impact your purchase will have on:

Life Planning

Assessing the financial feasibility of major life style changes including residence selections

Tax Planning

Managing the tax consequences and benefits of either changing primary residences or adding a vacation property to your overall wealth.

Cash Flow & Income Planning

Formulating the cash flow and income strategies to meet the ongoing needs of families and their changing lifestyles as they move into their retirement years.

Risk Management

Developing the comprehensive solutions to ensure income & asset protection, adequate health care and preferred long-term care.

Investment Planning

Providing asset and investment management solutions that protect, grow and distribute wealth to realize a purposeful life.

Estate Planning

Ensuring Legacy desires remain intact even in a changing estate tax environment.

If you are interested in a complimentary consultation with Christopher Lund of Lund Financial Group, please fill out the form below.

Information shared with Lund Financial Group is considered private and held in trust. Personal information is never shared with Lakefront Living Realty, LLC or their affiliates.

Lund Financial Group: Securities and Investment Services offered through Capital Analysts Incorporated: Member FINRA/SIPC. Capital Analysts Incorporated and Lund Financial Group are independent, non-affiliated entities.