Lakeshore Financial Group
At Lakeshore Financial Group, LLC, we provide individualized and coordinated financial planning strategies for every stage of your financial life. From pre- and post-retirement planning to investment decisions, retirement savings plan rollovers, estate planning, and more. Retirement income planning is all about being prepared.
Based in West Michigan, we are an independent financial services provider. We help you develop and follow the best course of action to meet your personal financial goals— without any pressure to promote a particular product or strategy. At Lakeshore Financial Group, LLC, we provide individualized and coordinated financial planning strategies for every stage of your financial life. From pre- and post-retirement planning to investment decisions, retirement savings plan rollovers, estate planning, and more. Retirement income planning is all about being prepared. Our Company Lakeshore Financial Group is an independent financial firm serving individuals and families. We are committed to developing relationships with clients built on trust, communication, and superior service. We offer independent advice without pressure to promote a particular product or strategy. “Our clients work hard to build their wealth. We promise to work just as hard to help manage it.” Our experienced advisors provides a broad range of flexible and integrated services, with proven performance in the financial services industry. While retirement income planning is a focus of development, we can design an overall strategy tailored to each client’s unique goals and objectives. Other areas that we help personalize your wealth management plan are insurance planning, estate analysis, and tax strategies.
Address: 4123 Embassy Drive SE Grand Rapids, MI 49546, USA
Phone: +1 616 325 1200
FAX: +1 616 259 8773
