Lakeshore Financial Planning

Lakeshore Financial Planning is a financial planner in Detroit, MI. The firm provides customized financial and investment planning services for individuals and organizations. Services include comprehensive financial planning, alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, and structured products. The team focuses on building wealth, generating retirement income, and preserving wealth for future generations. They work with clients to select services that suit specific needs and apply investment insight to tailor solutions to unique situations and goals.

The firm’s approach is built on core values of empathy, reliability, rational optimism, and improvement. The team consists of Jeffrey Brayton, Senior Advisor; Mark Romin, CFP, Senior Advisor; Tina Houle, Client Service Associate; and Sarah Rangstrom, IACCP, Chief Compliance Officer. The planning process accounts for short- and long-term goals, risk tolerance, and life stage, while monitoring domestic and global markets. The firm analyzes potential opportunities to match investments with client goals and ability to take on risk, while also helping to manage liabilities. This results in a customized, diversified portfolio designed to be flexible enough to meet current and future needs. The firm offers independent guidance and advocates for long-term financial success through ongoing management and guidance.

Lakeshore Financial Planning holds a rating of 5.00 based on customer reviews. The business is known for providing thoughtful service and tailored strategies, with client needs at the center of its work. The firm leverages the breadth of resources and capabilities of a large corporation while providing the attentive service of a small firm. It conducts thorough research before selecting investments that are consistent with client risk tolerance and designed to help achieve specific objectives. The firm’s expertise is applied effectively in pursuit of client goals and objectives, providing depth of ability and resources to help clients make the most of each investment opportunity.

In Detroit, MI, Lakeshore Financial Planning stands out for its personalized approach to financial planning and investment management. The firm’s commitment to understanding client lifestyles, goals, and values ensures that each financial plan is designed to propel clients toward their envisioned future. With a team of experienced advisors and a disciplined planning process, the firm provides the service and counsel necessary to enhance financial outlooks and achieve long-term success.