LakeView Asset Management, LLC is Scott Rothbort's private investment firm that focuses in separate account management for high net worth individuals. Scott, also provides his clients with creative and customized investment strategies that are client focused and free from industry conflicts.
Contact Scott Now! Known as the Finance Professor, Scott Rothbort has been on over 100 television and radio shows sharing his knowledge of investment strategies.Learn something about finance and watch some of the Finance Professor's media appearances.
Contact Scott Now! Known as the Finance Professor, Scott Rothbort has been on over 100 television and radio shows sharing his knowledge of investment strategies.Learn something about finance and watch some of the Finance Professor's media appearances.
Services
LakeView Asset Management, LLC has a wide variety of wealth management investment strategies to meet the needs of investors of any age and risk tolerance. Unique financial personality derived from personal and professional background and experience. Consider all aspects of the investment process, focusing on transacting, risk management, clearing, settlement, taxation, stock borrowing, interest (income and expense).
Funding children or grandchildren's education. Investing for retirement. Saving for a home. Buying a business. These may seem like discrete and independent decisions but in fact they are part of an overall integrated wealth management plan. Should you find yourself suddenly divorced or widowed, you will be faced with a series of complex financial decisions which need to be made.
Despite conventional wisdom, Social Security or your employer will not fund your retirement. With more employers cutting back on expensive profit sharing, pension or 401(k) plans, more of the burden for retirement savings will be passed onto employees. Should you save $2,000 per year beginning at age 23, earning the approximate annual market return of 8% per year, you will accumulate $773,011 by the time you reach age 68.
Congratulations, after building a successful business you have decided to cash out and sell that business. This decision will require financial expertise to help optimize the sale of that business. Lake View Asset Management, LLC can work with your tax and legal advisers to value your business and structure the terms of the sale.
Take my word for it as the father of five children, having four of them in college or graduate school at one time in the recent past. Planning for college should be part of a more extensive family financial plan. What most people do not know is that when it comes to college financing, money held in children's names carries a greater weight in determining available sources of funds for financial aid.
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