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1 N. Franklin St., Suite 3450, Chicago, IL 60606

312-236-2500
chicago_agy@lsfgchi.com
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How We Can Help You

At Lakeshore Financial Group, we understand that our clients are focused on achieving a variety of milestones. Many seek confidence in their financial decisions, establishing that their interests are prioritized and aligned with their goals, such as retiring and achieving financial independence. Our clients desire the freedom to enjoy their golden years on their terms, with a safety net for unforeseen events. Our commitment is to support our clients in reaching their goals and alleviating their concerns every step of the way.

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Our Services,
Your Solutions

RETIREMENT STRATEGIES

Navigating the journey toward retirement requires careful planning. Our team works to develop tailored strategies that align with your vision for the future. We explore various options to help you transition smoothly into retirement, aiming to make this phase of life as fulfilling as possible.

RISK MANAGEMENT

Life is unpredictable, and managing risk is crucial. We assess potential risks and help implement strategies to protect your assets and financial well-being. By identifying potential vulnerabilities, we aim to help you maintain stability in uncertain times.

ESTATE STRATEGIES

Planning for the future involves more than just finances; it's about legacy. We assist in creating estate strategies that reflect your wishes and values. Our approach focuses on helping you navigate the complexities of estate planning with clarity and care.

LIFE INSURANCE

Life insurance is a key component of a comprehensive financial plan. Our advisors help identify the right policies to protect your loved ones and provide peace of mind. We explore options that fit your unique needs and long-term objectives.

COLLEGE PLANNING STRATEGIES

Investing in education is a priority for many families. We offer college planning strategies to help you prepare for future educational expenses. By exploring various savings plans, we strive to make education more accessible for your loved ones.

BUSINESS PLANNING

For business owners, planning is essential for growth and sustainability. We work with you to develop strategies that address both short-term needs and long-term goals. Our focus is on helping your business thrive in a competitive landscape.

CHARITABLE GIVING & LEGACY PLANNING

Creating a lasting impact through charitable giving can be deeply rewarding. We guide you in developing a giving strategy that aligns with your values and legacy goals. Our aim is to help you make a difference while considering your financial priorities.

SPECIAL NEEDS PLANNING

Families with special needs face unique challenges. We provide planning services that address these specific requirements, helping to secure a stable future for your loved ones. Our approach is compassionate and tailored to your family's needs.

WEALTH ACCUMULATION

Building wealth is a journey that requires strategy and insight. We offer guidance on wealth accumulation to help you achieve your financial aspirations. By exploring various opportunities, we work with you to grow and preserve your assets.

PORTFOLIO MANAGEMENT

Effective portfolio management is key to optimizing your investments. Our team provides personalized strategies that align with your risk tolerance and financial goals. We focus on helping you make informed decisions in a dynamic market.

SMALL BUSINESS OWNER GUIDANCE

Small business owners face unique financial challenges. We offer guidance to help you navigate these complexities, from cash flow management to succession planning. Our goal is to support your business's success and longevity.

FINANCIAL EDUCATION

Understanding your finances is empowering. We provide financial education to help you make informed decisions about your money. Our resources are designed to enhance your financial literacy and confidence in managing your wealth.

Our Resource Library

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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The Pros and Cons of an NUA Strategy

The Pros and Cons of an NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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We Want To Hear From YouYour Plan.

Everyone’s financial journey looks different, but one thing stays the same — having a plan makes the path clearer. Our financial professionals are here to help you protect what matters most, prepare for what’s ahead, and feel confident in the choices you make along the way.

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