LFS’ Recent 2025 Updates

Year End 2025:

• We are currently accepting managed services clients. Contact Lottsa Financial Services if you would like to explore becoming a managed assets client.
• At this time of year, we are available for tax planning in advance of 4th Quarter estimated tax payments.
• We also offer separate Financial Planning Services.  This document provides information about the timeline and process in putting together a Financial Plan at Lottsa.
• For more detailed information about current services and fees, please see the Services & Fees tab.

Please see the Contact Us page for contact information and up-to-date details about Lottsa’s hours, directions and important updated parking information.

As always, you are welcome to reach out to Lottsa Financial staff by phone or email if anything changes or questions arise.

Scott, Sarah, Andrew, Lisa, and Annika