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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
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?
Five phases to changing unhealthy behaviors.
For many, retirement includes contributing their time and talents to an organization in need.
Building wealth requires protection from the forces of wealth destruction.
Try these activities to keep your brain sharp.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here are five facts about Social Security that might surprise you.