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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How literate are you when it comes to your finances? Brush up with these five basics.
Marriage changes everything, including your insurance needs.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Term insurance is the simplest form of life insurance. Here's how it works.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
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.
There are three things to consider before dipping into retirement savings to pay for college.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.