About Us

Welcome to Cranberry Lake Financial Services - Your source for personalized financial planning.  We offer a wide array of insurance, investment, and money management options.  Whatever your financial needs, Cranberry Lake will work with you to create a unique strategy for meeting yours specified goals.

Cranberry Lake Financial Services is prepared to bring you peace of mind with a focused plan designed just for you!  Whether you are planning for tax-free retirement savings with an IRA, protecting your family with Life Insurance, or setting up college funds for your children and grandchildren, we have the knowledge and expertise necessary to help secure your financial future.

Some of Our Practice Areas Include:

One of our featured areas of practice is Estate Planning. In this branch of financial security, we work to help you distribute your estate and personal property to your chosen heirs. Essentially, estate planning is the financial arrangements you make regarding the transfer of assets upon your death.

Estate Planning Topics:

• Beneficiary Forms / Personal Documents
• Business Protection
• Estate Taxes
• Federal / State Taxes
• Inherent Rights
• Trust / Will Planning

Although it is a vitally important component of financial planning, most people choose to neglect such matters for fear of being portrayed as morbid. The purpose of such planning, however, is to preserve the maximum amount of wealth so it may be passed down to your appointed heirs.