Lakeshore Financial is a financial planning firm that helps individuals build a financial plan that focuses on their goals, lifestyle, and financial future. We provide sound, honest, and knowledgeable financial advice to help our clients achieve financial independence and pursue their dreams. Our team of experienced professionals, led by Ivan J Wismayer, CFP CLU ChFC CEA, work closely with clients to understand their unique financial situation and goals, and develop a personalized financial plan that suits their needs. Our services include financial planning, retirement planning, estate preservation, and more.