Lakewood Hill Investments utilizes a comprehensive approach to provide clients with a plan for a tax-free lifetime income stream.

The New Rules For Retirement in 2023

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Lakewood Hill Investments has been in business since 2008 and has provided plans to over 800 clients. We specialize in tax-free retirement plans, life and annuities, and insurance protection. Using a comprehensive approach, we aim to provide clients with a plan for a lifetime, charting safe financial passages through life.

We offer products and services from over 50 top rated carriers and is not tied to any one company or product, which allows us to conduct extensive research on behalf of our clients to meet their individual financial needs.

Lakewood Hills Investment Services

Lakewood Hills Investments offers holistic retirement planning utilizing a variety of products, strategies and market concepts.  We strive to establish a customer retirement plan which includes lifetime income planning, adjusted for inflation, downside market risk, tax risk, and legacy planning.

Life Insurance

Asset Protection

IRA Roth Conversion

Legacy Planning

Darling Wealth Management (Coming Soon)

Wally Darling, Managing Partner and Owner

Income For Life AffiliateWally Darling is the Managing Partner and Owner of Lakewood Hills Investments, LLC which is a financial planning firm operating in Colorado since 2008. Wally launched his professional career upon leaving his service of 12 years with the US Army Cavalry where he served in the US, Europe, and South Korea’s DMZ. His first 15 years were spent in the banking industry providing extensive financing to both personal and commercial clients. In 2008, Wally extended his financial services to include Life Insurance, Annuity, and comprehensive retirement planning. Wally is a licensed Investment Advisor Fiduciary.

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Wally’s expertise focuses his planning to include Tax Minimization, Downside market risk management, Comprehensive Retirement planning, and Wealth Transfer. His team of professionals include CPAs, CFAs, CFPs, portfolio managers, life insurance MDRTs, and retirement income experts. Wally holds licenses including Life Insurance, Property and Casualty Insurance, and a FINRA 65 license.

Wally’s personal interests include Concert piano, golf, and fly fishing. He is the proud father of a family of 6 children and 5 grandchildren.

Rebecca Jo Crowley, Chief Operating Officer/Insurance Agent

Rebecca Jo Crowley wears many “hats” at Lakewood Hills Investments.  Rebecca is currently the Chief Operating Officer, managing the day-to-day operations of the company.  Rebecca is also a licensed insurance agent who specializes in assisting men and women with their financial plan.  With her passion to educate and assist others, Rebecca strives to develop long-term, service-driven relationships.  She utilizes her caring attitude to mediate between over 25 different companies and her clients.  Rebecca is not tied down to just one company or product, which allows her to conduct extensive research on behalf of her clients to meet their individual financial goals.

They say that the definition of insanity is to continue to do what you’ve always done and expect a different result, so if you’re tired of doing the same thing and wondering why your financial situation isn’t in a better place; stop the insanity and come speak with one of our team members at Lakewood Hills Investments.  I love helping people realize their goals and see a clear safe path as to how to get there.

In her spare time, Rebecca enjoys spending time with her family, especially her grandchildren.   She loves to garden, cook and create watercolor paintings.

Sunshine Marie Rose, Chief Marketing Officer/Insurance Agent

Sunshine comes to us with over 18 years of marketing and event planning experience she has also been a licensed producer for four years she monitors and tracks all processes in the office ranging from initial client contact to making sure all contracts submitted are processed efficiently and in a timely manner sunshine organizes and coordinates all seminars client events in and out of the office.

Sunshine is married to Tom Rose, and they have a young son Conrad. In their free time camp, rock climb and spend time with family and friends.

The Lakewood Hills
Investment Process

  • The First Meeting is designed to get to know about you and your family’s needs and goals for retirement.  Collect statements to build asset map if information is not already provided. (Behind the scenes after the first appointment reports and risk analysis is being prepared for your next appointment.)
  • The Second Meeting is a review of your reports and risk analysis based on the information provided in the first appointment. At this time, you will also receive a personalized booklet outlining your current situation with recommendations for new strategies to improve your situation.
  • The Third Meeting is to review, execute, and implement the new strategies.
  • The Final Meeting is to deliver policies if needed and a final review of accounts post transfer/trades.
  • We review the plan quarterly and annually as needed.

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