Lake County Financial Planning

Lake County Financial Planning is a financial planner in Gurnee, Illinois. The firm provides comprehensive financial and insurance services, including asset management, retirement planning, estate planning strategies, and college planning. They serve individuals, couples, and businesses by offering specialized expertise in investment planning, tax planning strategies, and risk management.

Established in 1999, the firm is led by Scott Davis, a Certified Financial Planner™ and RICP®. The practice focuses on helping clients achieve financial confidence through a personalized, dynamic process that adapts to life changes such as career shifts, marriages, or growing families. Their service offerings encompass a wide range of needs, from 529 plans and education IRAs to business planning, wealth transfers, and long-term care. The firm's approach involves gathering relevant financial information, performing needs analyses, and assisting with the implementation of product recommendations while monitoring progress over time.

The office is located on N IL-21 in Gurnee. The location is situated near the intersection of North Milwaukee Avenue and Washington Street, and it is a short distance from the County Fair train station.

The firm is recognized for its deep expertise and long-standing commitment to the community, having served the area for over two decades. With highly credentialed leadership, Lake County Financial Planning is known for providing tailored strategies designed to help clients build a lasting legacy.

Lake County Financial Planning provides dedicated financial guidance and specialized planning services to the Gurnee community.