Understanding Today’s Financial Environment
Establishing a relationship with Lakeshore Financial Group makes available to you an organization that keeps its focus on your interests. Drawing upon a network of professionals at our home office and broker/dealer, we participate in dynamic business relationships that bring you innovative ideas, excellent service, and a broad spectrum of financial products. Through the collaborative efforts of insurance underwriters, investment managers, and pension administrators, we deliver an understanding of your financial needs in an ever-changing financial world.
Lakeshore Financial Group offers a range of financial products and services. We assist our clients by recommending products and services that are designed to help solve their risk and asset accumulation problems. By applying appropriate designs and selecting quality insurance and investment products, we help protect our clients’ well being. In order to live up to our clients’ expectations, we are committed to putting their needs and interests first. Whether it’s a retirement plan, an estate plan, or a business succession plan, our goal is to build and maintain long term relationships based upon integrity, performance, and responsiveness.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Retirees traveling abroad need to know that their health insurance travels with them.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Technology tips to make your next trip even better.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
For homeowners who think their property taxes are too high, there are ways to appeal.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
When do you need a will? The answer is easy: Right Now.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?