Lottsa’s Recent 2024 Updates

Summer 2024:

• Lottsa Financial Services is now accepting new managed clients.  If you have an interest in exploring this opportunity, please contact us to begin the discussion.
• We are also offering 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.

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 and Lisa