Chart your course toward retirement with simplicity

We believe financial peace can only come from having a plan in place. No matter where you stand in life, now is the best time to develop your plan for retirement. At Lakeshore Wealth Management, we walk you through the entire planning process step by step, helping you recognize the most important areas that need to be understood and addressed along the way. This is your financial future, and we want you to feel comfortable and secure in it.

How we work together

You bring your ideas and dreams; we’ll bring our expertise. The timeline below offers a quick overview of how we partner with you in your financial journey.

Let’s connect

In our first meeting, we’ll get to know each other! We’ll talk about your goals and what you may be looking for in a financial advisor. This is a no-pressure get-together!

Choose your route

In our next meeting, we will present specific ideas to build a simple, personalized retirement plan. From here, you’ll make a decision on how you’d like to move forward.

Set sail

We’ll walk you through all the necessary steps to put your plan into motion, from setting up accounts to course-correcting. We’ll remain readily available and check in with you throughout the journey.

Get Started

7 key areas of financial planning

Our financial planning process focuses on seven key areas to help our clients achieve peace of mind in and through retirement. Throughout our relationship with our clients, we will continuously work through these areas to take a holistic approach to understanding a client’s financial life.

Click the headings below for more information on each of the seven areas of planning.

Liquidity Planning

We help to ensure enough cash is set aside to cover your emergency reserves and any known large purchases/expenses within the next five years.

Income Planning

We’ll help ensure your expenses can be paid month to month with reliability and predictability for the rest of your life.

Growth Planning

Once your income plan is established, we will create an investment plan for the remaining assets that you do not need to draw from month to month.

Tax Planning

We will happily work alongside your tax professional to assist with any tax reduction strategy that may be available to you and look to leverage your qualified assets.

Insurance Planning

We seek to offer our clients the most protection for the least amount of cost while protecting them from critical risks before and during retirement. This includes life, long-term care, disability insurance, and annuities.

Legacy Planning

It is important to ensure your hard-earned assets go to your beneficiaries in the most tax efficient manner. We will help you do this by working collaboratively with your qualified estate planning attorney.

Dream Planning

We want our clients to ask themselves “what if?” on visions they may have for themselves and their families — visions that they may have felt were more of an out-of-reach dream than a reality. We want to come alongside them to challenge and see if we can guide them to achieve more than they imagined possible!

Asset Management

We’re passionate about asset management and will work with your assets that are held in a variety of accounts, each with its own level of complexity and maintenance. We help manage your accounts, focused on meeting your risk tolerance and your financial goals. Our goal is to help you be comfortable with your investments.