Tim Cowdrick

Lakeside Financial Partners

Fax:



        CONNECT

        Address:

        40 Eagle Valley Ct
        Cleveland, OH 44147

        Phone:

        440-746-8100

        Strategies for Individuals

        Clients can work toward financial independence with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

        Products & Services*

        Pie Chart

        * Fee-based financial planning is offered by financial professionals who are Investment Advisory Representatives of AXA Advisors, LLC, an investment advisor registered with the SEC.

        Strategy Implementation

        Fixed-Income Investments

        • Mutual Funds (income-oriented)
        • Unit Investment Trusts (income-oriented)
        • Municipal and Government Bonds
        • Money Markets
        • Certificates of Deposit

        Equity Investments

        • Mutual Funds (growth-oriented)
          • Large Cap Growth/Value Funds
          • Small/Mid Cap Growth/Value Funds
          • International Equity Funds
          • Asset Allocation Funds
          • Sector Funds
            • Unit Investment Trusts (growth-oriented)
            • Publicly Traded Stocks

        Individual Retirement/Education Planning

        • Traditional and Roth IRA
        • Coverdell Education Savings Account
        • 529 Plans

        Investment Accounts and Advisory Programs

        • Available through AXA Advisors, LLC's partnership with LPL Financial, clients have access to a broad array of brokerage and advisory accounts, such as the Strategic Asset Management (SAM) program, Manager Select, Personal Wealth Portfolios and Optimum Market Portfolios.

        Life Insurance

        • Annual Renewable Term
        • Level Term — 10-, 15- and 20-Year
        • Whole Life
        • Universal Life
        • Variable Universal Life
        • Survivorship Variable Universal Life
        • Survivorship Universal Life

        Annuities

        • Fixed (single flexible & immediate)
        • Variable Annuities (immediate & flexible payment)
        • Group Annuities (qualified retirement plans)
        • Equity Indexed Annuities

        Disability & Long-Term Care Insurance

        • Individual Disability Income
        • Individual Long-Term Care

        Financial Planning1

        • Non-Fee Needs Analysis
        • Personal Financial Plans
        • Focused Needs Plans
        • Personal Financial Plans with Estate Planning

        Life insurance and annuities are issued by AXA Equitable Life Insurance Company (New York, NY) and by various unaffiliated companies. Disability insurance, long-term care insurance and health insurance are underwritten by unaffiliated carriers and offered through AXA Network, LLC, an insurance brokerage affiliate. AXA Network conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in PR as AXA Network of Puerto Rico, Inc.

        1 Fee-based financial planning is offered by financial professionals who are Investment Advisory Representatives of AXA Advisors, LLC, an investment advisor registered with the SEC.

        GE-113123 (4/16)(Exp 4/18)

        Check the background of this financial professional on FINRA's BrokerCheck
        Check the background of this financial professional on FINRA's BrokerCheck