Lakeshore Financial

At Lakeshore Financial, we believe that everyone deserves to live their dream retirement. We understand that making the right financial decisions can be overwhelming, which is why we're here to help. Our team of experienced financial advisors will work with you to create a personalized financial plan that aligns with your goals and aspirations. We're committed to providing sound, honest, and knowledgeable advice to help you achieve financial independence.

Our Mission

Our mission is to help you live the life you want, on your terms. We believe that your financial future should be a source of excitement and opportunity, not stress and uncertainty. We're dedicated to helping you build a financial plan that focuses on what you want to do, when you want to do it, what it will cost, and when you can likely afford it. Our goal is to empower you with the knowledge and confidence to make informed decisions about your financial future.

Our Team

Meet our team of experienced financial advisors, led by Ivan J. Wismayer, CFP, CLU, ChFC, CEA. With over 36 years of experience in financial planning, Ivan is dedicated to providing personalized financial advice to individuals and families. Our team is committed to providing world-class service with down-to-earth conversations. We take the time to educate and empower our clients, so they can make informed decisions about their financial future.

Our Services & Solutions

We offer a wide range of financial products and services to meet your specific needs, including:

• Financial planning and retirement planning
• Investment strategies and portfolio management
• Tax planning and income tax matters
• Estate planning and preservation
• Long-term care planning
• Insurance products and services

Our 6-step financial strategy process is designed to help you achieve your financial goals. Our process includes:

• Establishing and defining the client-advisor relationship
• Gathering client data and determining goals and expectations
• Analyzing and evaluating the client's financial status
• Developing and presenting the financial plan
• Implementing the financial plan
• Monitoring and updating the financial plan

Our Approach

We believe that financial planning is not just about numbers and investments; it's about helping you achieve your dreams and aspirations. We take a holistic approach to financial planning, considering your lifestyle, goals, and values when creating your financial plan. We're committed to providing personalized advice and guidance every step of the way.

Our Insights & Articles

Stay informed about the latest financial news and trends with our insights and articles. Our team of experts provides timely and relevant information to help you make informed decisions about your financial future. From retirement planning to tax strategies, we've got you covered.

Client Resources

We're committed to making your financial life easier. Our client resources page provides a one-stop-shop for all your financial tools and resources. From financial calculators to educational articles, we've got everything you need to stay on top of your finances.