Healthcare Providers

Lake Forest Financial Advisors is a preferred provider of financial solutions to medical professionals offering Guaranteed Standard Issue (GSI) and financial literacy programs statewide to hospitals including OSU Wexner Medical Center and Kettering Health.

With 25 years of working with healthcare professionals throughout the country, we understand that each individual is unique and deserves one-on-one attention when customizing their financial portfolios. We are dedicated to addressing the needs of healthcare professionals from your residency training and beyond.

It all boils down to customer service and the dedicated professionals at Lake Forest Financial Advisors make it a priority to be personally available to you.

Our promise is to get to know you, your personal goals, your values and your risk tolerance and customize wealth management strategies that reflect your vision. Planning is an essential first step to creating and managing a plan that will help lead to your financial success; not only for yourself but for your family and your career.

It is our pleasure to welcome you into a confidential and trusted relationship with Lake Forest Financial Advisors.

Services for Healthcare Providers:

• Financial planning and goal setting
• Investment and tax-efficient strategies
• Insurance planning (life, disability, health)
• Business planning and succession strategies
• Retirement planning (individual and group)
• Education savings strategies
• Asset management and allocation adjustments
• Estate planning
• Coordination with CPAs, attorneys, and other professionals

Services for Services for Residents:

• Student loan guidance
• Customized budgeting and cash flow analysis
• Disability and life insurance (including reviews)
• Financial planning seminars (including on-site)
• Contract negotiation support
• Retirement planning options
• Goal planning
• Business planning basics

For more information visit:
Residently Speaking

Residently Speaking is not an affiliate of any company of the Principal Financial Group®.

Offering Guaranteed Standard Issue (GSI) products is an outside endeavor Dene Sanfillipo is involved with, separate and distinct from their role as a financial professional with Principal Financial Group®. These activities, products, and services are not sponsored, endorsed by, or affiliated with any company of Principal Financial Group®.

Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.