Lake Growth Financial Services - St. Charles, Illinois

David M.

Mark and Noreen are first class: very patient to explain things carefully and there is no sense at all that this is a high pressure sale. They create a very comfortable environment in which to do business. I highly recommend them!
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SMC I. L.

Rating: 5/5 Stars

I had the pleasure of working with Mark Wills recently to explore life insurance options tailored to my specific needs, and I must say, the experience was nothing short of exceptional. Mark's depth of knowledge and expertise in the realm of life insurance planning truly sets him apart. In fact, I can confidently say that he is one of the best individuals I've had the privilege of meeting in the last decade.

From the moment our conversation began, it was evident that Mark possessed a profound understanding of the intricacies involved in aligning life insurance policies with individual circumstances. What truly impressed me was his ability to offer a diverse range of options and effectively explain each one in a manner that was easy to comprehend. His insights into various strategies for safeguarding my family's wealth and well-being were nothing less than remarkable.

What sets Mark apart is not just his knowledge, but also his genuine dedication to ensuring that his clients receive the best possible solutions. He took the time to listen to my concerns, understand my goals, and then craft a customized plan that addressed every aspect comprehensively. Moreover, his professionalism and responsiveness throughout the process further underscored his commitment to client satisfaction.

I am immensely grateful to Mark for his invaluable guidance and support. Thanks to his expertise, I now feel confident that my family's financial future is well-protected. Without a doubt, I will be turning to Mark again for any future life insurance needs, knowing that I can trust him to deliver exceptional results. If you're seeking a knowledgeable and reliable advisor in the realm of life insurance planning, look no further than Mark Wills. He is truly a standout professional in his field.

David B.

Our family has worked with Mark for almost 10 years to both start and implement Bank on Yourself/Infinite Banking. We have purchased multiple policies through Mark and he has provided ongoing guidance and coaching. We love that he has a podcast, so we can listen to the way he approaches finance and this niche financial way of thinking to become your own bank. Most agents say they ‘can do the same thing’ but they can’t and won’t because they don’t fully understand Nelson Nash’s original concept of using specifically designed dividend paying non-direct recognition life insurance policies to build up and store capital so you can cut out the bank to finance the things you need and want in life.

Mark knows how to properly design these types of policies, works with great 100+ year old mutual life insurance policies, and understands the long range thinking that this type of planning requires. If you are worried or unsure whether Mark is the real deal rest assured he is and you will be happy you worked with him as you continue to learn and grow in your own thinking and use of these policies. Our family trusts Mark and highly recommend him and his services!

Blake S.

Mark and the Lake Growth team have been taking excellent care of our financial health for nearly 10 years. I couldn't offer higher praise for the level of knowledge and skill they bring to the table and the personal attention paid to us as clients has been outstanding.

Tim C.

So glad we found Mark Willis & Lake Growth. They are patient & they actually take the time to help you understand how all of this stuff works. They are teachers first & foremost which is a huge benefit to working with them. This is something I never received from any previous financial advisor. So thankful to have found them as it has changed the trajectory of our financial future!

Keith D.

Knowledgeable, efficient and trustworthy financial planning services.

Mark and the Lake Growth Financial team offer a unique solution that uses insurance policies to safely build wealth and provide financial solutions to today’s complex issues.

Daryl Y.

Mark and his team are professional, knowledgeable, and personable. They are willing to take the time to learn your personal goals and concerns so that they can cater a financial solution for you. This has been my experience. He is not into risk taking, but solid financial planning that will benefit my family even after I'm gone. Thank you Mark!

emanuel M.

Great customer service along with excellent knowledge of whole life insurance.