Lakeshore Group Wealth Management

Regardless of your life stage, income or goals, we can work with you to create a personalized financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets. Jason and Matt provide more than 37 years of combined financial industry experience. They teamed together in 2018 to form Lakesho... re Group Wealth Management after being mentoring partners to each other for several years. Each of their individual teams brought their own set of skills, strengths, and insight and they felt by teaming together they could collectively better serve their clients. Jason and Matt share a passion for educating their clients to empower them to make informed financial decisions in pursuing their goals. They and their team are thankful for each and every client they have the opportunity to work with and feel incredibly fortunate to be a part of their journey in pursuing their financial dreams and goals. Please visit the Our Team link for more information on each team members history and background! The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . Securities and advisory services offered through LPL Financial, a registered investment ...Read More