Who we help
Stuck in a career plateau and need a better all around team? Join Lakeshore Financial, we are committed partners in your success and we will help you reach the next level.
Looking for a change? Aim to step up and build a larger level. Hear the call of being a financial advisor. Lakeshore Financial will support you every step of the way.
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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is your estate in order? This short quiz may help you assess your overall strategy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
An increasing number have been developed to help individuals with their personal finances.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
It’s never a bad time to speak with your financial professional about changes in your situation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.