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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Tips on insuring your teen driver.
When you’re married and have children, insurance needs will be different.
Understanding the value of a home warranty.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Four vacation destinations you might never have thought of.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you have causes that you want to support with donations? Here are three tips.