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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Saving for College 101
Here’s a crash course on saving for college.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Is your estate in order? This short quiz may help you assess your overall strategy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Five strategies for managing your student debt.
An increasing number have been developed to help individuals with their personal finances.
Regardless of how you approach retirement, there are some things about it that might surprise you.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
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.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
A special needs trust helps care for a special needs child when you’re gone.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.