Our Services

Discover a comprehensive range of financial advisory services tailored to your unique needs.

Comprehensive Financial Planning

Lakeshore Advisor’s tailored approach to financial planning is built around transparency and personalization. We leverage time-tested fundamentals and state-of-the-art technology to deliver personalized, cost-effective strategies to meet your specific financial goals and timeline. From retirement planning, tax advisement and education planning to detailed insurance reviews, we evaluate your complete financial picture.

Investment Management Solutions

Lakeshore Advisors takes a personal, academic approach to investing to maximize the probability that your future financial goals will be met. Our process is rigorous, repeatable, transparent, and executed to match your objectives.

Retirement Planning and Wealth Preservation

At Lakeshore Advisors, we assist you in planning for a secure and comfortable retirement, ensuring the preservation of your wealth for the duration of your retirement, all while managing your tax liability.

Charitable Giving as a Service

The best charitable gifts do the most good for the most people. We guide individuals, families, and businesses in giving to the organizations and causes they care for with the most tax efficient strategies.