Lakeshore Financial Planning of Detroit

Lakeshore Financial Planning is a financial planner in Detroit, MI, located at 23201 Jefferson Ave. The firm provides comprehensive financial and investment planning services for individuals and organizations, offering tailored strategies for retirement, wealth preservation, and children’s education planning. It holds a 5.00 rating based on customer reviews.

The firm employs a disciplined planning process that accounts for short- and long-term goals, risk tolerance, and life stages. Services include constructing and managing broadly diversified portfolios using asset classes modeled on those used by elite institutions. The team conducts thorough research to hand-pick investments consistent with client risk profiles and assesses ongoing tax implications. Offerings include equities, fixed income, annuities, mutual funds, exchange-traded funds, and alternative investments such as separately managed accounts, unified managed accounts, managed discretionary accounts, wrap accounts, structured products, and options.

Lakeshore Financial Planning focuses on empathy, reliability, rational optimism, and continuous improvement. The approach puts the client’s lifestyle, values, and objectives at the center, providing independent guidance and persistent management. The firm works hand in hand with clients and other professional advisors to select services that suit unique situations. Services cover all phases of life, from honing in on retirement to planning for children’s education.

The firm is part of Raymond James, an independent financial services company established in 1962. The local team leverages the breadth of resources and capabilities of this large corporation while providing the tailored, attentive service of a small firm. Team members include Certified Financial Planner® professionals authorized by the Certified Financial Planner Board of Standards.

Lakeshore Financial Planning combines decades of collective experience with a personalized, values-driven approach to help clients in Detroit achieve their financial objectives.

BizScoreAI awards Lakeshore Financial Planning an Authority score of 75 out of 100, which measures whether the website shows who is behind the business as a trust signal for AI assistants and search engines. The firm also receives a Performance score of 70 out of 100, measuring how quickly the website loads to keep visitors on the page and aid in search engine ranking.