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.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are ways to improve your physical fitness without denting your fiscal fitness.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Learn about the latest sport to sweep the nation with this informative article.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
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.
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.
Have you explored all your options when it comes to managing your taxable income?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.