Mark Willis
Mark Willis, CFP

Mark Willis, CFP®

Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy and your future. 

Mark is a CERTIFIED FINANCIAL PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial Podcast™, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive.  Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and to create tax-free income in retirement. 

 

✆ 1-800-962-9141

✉ thanks@lakegrowth.com

CONNECT MARK

Offerings
* Designing and implementing financial plans to increase liquidity, safety, and rate of return for high-income households ($200K+ year).
* Creating tax-free retirement income.
* Maximizing investment property ownership and equity.
* Sound, experienced advice delivered simply and thoughtfully
* Direct and straightforward communication
* First-rate service and customer care
* Confidence, clarity, vision, and intuition

FINDING YOUR FINANCIAL THINKING PARTNER WITH JESSICA LANNING JD, CFP®

JESSICA’S BLOG

Fire Your Real Estate Banker

Fire Your Real Estate Banker

By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™   As I write this, markets are increasingly volatile, interest rates are surging, and tax increases are looming. No matter when you’re reading these pages, I bet we haven’t solved the world’s economic problems....

EQUITY HARVESTING

EQUITY HARVESTING

By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™   For those who love to flip properties, how might you use the strategy of harvesting equity? Simple: take the profits from your first flip and use that profit to fund your policy. This will also work without...

CASH PURCHASE STRATEGY

CASH PURCHASE STRATEGY

By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™   First, let's outline the easiest way to use this policy: a cash purchase. It’s best to think in terms of four straightforward steps: Use the equity in your policy to purchase real estate. The policy continues...

Share This