Paul Sydlansky, CFP®, MBA Lake Road Advisors

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About Paul Sydlansky, CFP®, MBA

As a parent, you’re no stranger to multitasking. You want to make the most of family life now with the travel and experiences you enjoy, without falling behind on preparing for your children’s future. Planning activities, saving for college and retirement, and making sure your finances reach their full potential takes careful planning and attention.

Whether you’re feeling confident, confused, or overwhelmed about your financial plan, there’s always a good reason to work with a financial planner.

When you work with the team at Lake Road Advisors, you’ll get an ongoing, unbiased partnership to help you make financial decisions with confidence and gain greater peace of mind.

When you meet with one of our financial planners, we’ll get to know you and understand your financial life. Then, depending on your goals, we’ll help you:

Build a complete, well organized understanding of your financial situation

Understand where your money is going and align spending to achieve your goals

Invest your money wisely, understand risks, and build wealth over time

Invest in your children’s future, including their education

Map out a realistic and achievable plan for your current goals and retirement

Follow proven methods to stay on target, with experts by your side every step of the way

There’s no such thing as one “perfect” financial solution. You need a plan shaped to fit your strengths and put you on track for your goals. Our role is to understand your priorities, provide you with the tools and education to build a clear plan together, and support you as new questions and life changes arise along the way

Celebrating the Most Influential Advisors of 2018 | Regency

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Ideal Clients

  • Established Professionals
  • Gen X
  • Married Couples
  • Mid-Career Professionals

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $6000/engagement
  • Assets Under Management: 1.25%

Pricing varies by services offered. Contact advisor for additional fee options.

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