Our Approach
Investment Philosophy:
Lakeshore Wealth Group's investment philosophy is rooted in a long-term perspective and holistic approach to understanding all aspects of my clients’ financial well-being. We deliver customized investment portfolios that are in alignment with client goals and expectations and designed to meet their income and growth needs. Strategic investment plans also address liquidity needs and risk management to help clients manage their finances, meet retirement goals, and leave a legacy for family and causes important to them.
Process:
Every client relationship begins with the development of a strategic plan. Acting as the quarterback to our clients’ financial needs, we will work together to address a wide range of issues relevant to a long-term financial plan, including:
- Insurance planning
- Legacy planning†
- Balance sheet management
- Investment management
- Liquidity / cash management
- Tax planning†
† Services offered in coordination with third-party advisors or providers.