Disclosures

Lakeshore Wealth Advisors LLC, doing business as Lakeshore Advisors, is a registered investment adviser located in Winter Park, Florida. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

Estate planning, legal, and tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax and legal matters are coordinated with each client’s CPA and attorney.

Information presented is believed to be current. Content should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark. Asset allocation, rebalancing, and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Insurance product guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company.

Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.

Testimonials were given by current clients of Lakeshore Wealth Advisors. Our firm reached out to clients to request voluntary feedback. This arrangement creates a material conflict of interest because Lakeshore Wealth Advisors has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee that another client’s experience will be the same as or similar to the individual providing this testimonial. No guarantees of performance or success are offered. No compensation was provided for the testimonials.