Profile
Maximizing Wealth with Expert Tax & Accounting Services, Financial Planning, Annuities, and Social Security Optimization.
Rita Lakes is President & Founder of HJP Lakes Financial Solutions. She is an Independent Financial Professional, have the flexibility to recommend a wide range of financial solutions, allows them to tailor advice and strategies more objectively based on the client’s needs, rather than being limited to products from a specific firm. She is an advocate of financial education, and I specialize in providing comprehensive financial guidance tailored to my clients’ needs. With a diverse background in comprehensive accounting, tax planning, financial consulting, and education, I offer expertise across various aspects of personal and business finance.”
Credentials and Designations:
I hold several key designations, including:
- Certified in Long-Term Care (CLTC): Expertise in long-term care planning to ensure clients are prepared for future healthcare needs.
- Registered Social Security Analyst (RSSA): Specializing in maximizing Social Security benefits for individuals and couples.
- Certified Financial Educator (CFEd): Dedicated to promoting financial literacy and empowerment through education.
- Fiduciary: Committed to acting in the best interests of my clients, upholding the highest standards of trust and integrity.
Licensed Financial Professional: Providing additional expertise in insurance, annuities, and retirement solutions to address clients’ comprehensive financial needs.
As an independent financial professional, I operates without affiliation to a specific financial firm or institution. This independence allows me to offer a broader range of products and services from various providers rather than being restricted to a specific company’s offerings. I am typically work in the best interests of my clients, tailoring strategies that suit individual financial goals, whether it’s retirement planning, investment management, insurance needs, or wealth transfer.
Being independent often provides flexibility and objectivity, as they can evaluate diverse options to find the most suitable solutions for their clients.
Professional Experience:
With 20+ years of experience as an accountant and tax professional, I assist individuals and businesses in navigating complex financial landscapes, optimizing tax strategies, and ensuring compliance. As a financial professional, I provide strategic planning and consulting services tailored to clients’ unique goals and circumstances.
Educational Initiatives:
As a passionate financial educator, I conduct workshops, seminars, and personalized coaching sessions to empower individuals with the knowledge and skills needed to make informed financial decisions. My goal is to demystify financial concepts and equip clients with practical tools for financial success.
I am dedicated to delivering personalized financial guidance that prioritizes clients’ financial well-being. Whether it’s through accounting, tax planning, long-term care planning, Social Security optimization, insurance solutions, retirement solutions, or financial education, I am committed to helping my clients achieve financial security and peace of mind.