At Lakewood Hills Investments, our sole focus is YOU.

About

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.
Rebecca Jo Crowley

Rebecca Jo Crowley wears many “hats” at Lakewood Hills Investments. Rebecca is currently the Operations Manager, managing the day to day operations of the company. Rebecca is also a licensed financial services professional who specializes in assisting men and women with their financial plan.

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Wally Darling

Wally Darling is the Managing Director of Lakewood Hills Investments. As a licensed service professional, he specializes in assisting clients to create Guaranteed Tax-Free retirement plans. He holds a ChFeBC certification which provides a specialization in working with Federal and Postal employees.

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Services

Lakewood Hills Investments offers 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.

We Focus on You

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.


Take your first step on the road to retirement.
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.
Get Your Score

Social Security Maximization

At Lakewood Hills Investments we help our clients understand their Social Security benefits and educate them on how they can maximize their benefits.

Your Social Security retirement benefit represents a lifetime’s worth of savings, time and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in. Delaying filing for Social Security can potentially increase your benefit amount each year you wait.*

There is a lot to know about Social Security, and the more you know, the better decisions you can make, helping to bring you just that much closer to maximizing your benefit. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and happy retirement you have worked so hard for!

Request Your Report

Rebecca Crowley, Wally Darling and Lakewood Hills Investments are not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.

*https://www.ssa.gov/pubs/EN-05-10147.pdf

Upcoming Seminars

There are no upcoming events at this time.
Please check back again soon.

Contact Us

(720) 344-5038
info@lakewoodhillsinvestments.com

1745 Shea Center Dr #400
Highlands Ranch, CO 80129

We’d love to work with you.

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