Lakeshore Financial Group

There’s no one-size-fits-all financial plan. Every journey is unique, and we take into account your goals, challenges, and aspirations. This #NationalFinancialPlanningMonth, take the first and hardest step—getting started, and let’s create a plan that fits your life, your goals, and everything in between. lsfghchi.com #LakeshoreFinancialGroup

This year, we combined our Annual Chili Cookoff with #BreastCancerAwarenessMonth, turning it into a Pink Chili Cookoff! Together, we cooked up more than just delicious chili—we raised over $1,000 to support research that helps prevent and cure breast cancer. Congratulations to Laurén Johnson with the winning Chili! Thank you to everyone who participated and supported us in making a difference! #LakeshoreFinancialGroup

As we recognize #DownSyndromeAwarenessMonth, we want to share important insights into financial planning for children with Down syndrome and other special needs. Creating a financial plan is a vital step in ensuring your loved one’s safety and success, but there’s a lot to consider. It’s not just about securing immediate resources; it’s about understanding tools like special needs trusts, ABLE accounts, and how to maintain government benefit eligibility. If you're interested in learning more, join us for a free webinar with Donald T. Brown hosting the Special Needs Webinar on November 6th at 6:30 PM CST https://lnkd.in/gznTAJeJ. lsfgchi.com #LakeshoreFinancialGroup #PeaceofMind #SpecialNeedsPlanning

As part of our commitment to providing no-cost education to the public, we’re proud to sponsor a webinar featuring Donald T. Brown, ChFC, ChSNC, CASL. Known as the 'Special Needs Funding Coach,' Donald has been helping families for over 30 years. If you're a parent or guardian—you’ll learn a lot about the options available to help secure your loved one’s future and ensure they’re cared for when you’re no longer here. Spread the word and RSVP https://shorturl.at/KHl11 to join us on November 6th at 6:30 PM CST. #LakeshoreFinancialGroup #PeaceofMind

Full house at Medinah! We kicked off the month with our highly rated business seminar, tailored specifically for small business owners. It’s an informative, hands-on session that helps you tackle common challenges head-on—from managing cash flow to planning for future growth. This is a great way to get the ball rolling on those issues that may have been weighing on you as a business owner. Thank you again to Patrick Schultz, JD, CWS®, CEPA® for joining us and bridging the gap between financial strategies and legal knowledge! #LakeshoreFinancialGroup #BusinessSeminar

We’re excited to welcome, Mary Leeds to our Rocky Mountain team! Mary is excited to continue building her practice and using her experience to help even more people achieve their financial goals. She looks forward to collaborating with the team, creating a sense of community, and leveraging our resources to expand her knowledge. With her tenacity and positive energy, Mary is eager to connect with new clients and provide top-tier long-term financial services. Fun Fact: Mary was an NPC bodybuilding competitor for 11 years! #LakeshoreFinancialGroup #WelcomeToTheTeam #BuildingYourFinancialFuture

Final Call for RSVPs! Are you a business owner or know someone who is? Don’t miss out on our highly anticipated workshop next Wednesday! Join TJ Gilboy, Tim Dunneback, CFP®, ChFC®, and a special guest speaker as they dive into the 6 common mistakes business owners make and, more importantly, how to avoid them. Email Laurén Johnson at ljohnson@lsfgchi.com to RSVP. #LakeshoreFinancialGroup #BusinessSeminar #BusinessOwner

This September, we acknowledge the following individuals who have reached milestone anniversaries with us. Your contributions and unwavering commitment to providing our clients with the best service possible are truly appreciated. Here's to many more years of success together! Thank you, Walter Parenti, CLU, ChFC, RHU, REBC, and John Vitt! #LakeshoreFinancialGroup #Congratulations #WorkAnniversary

Connecting with future financial advisors at DePaul University was the highlight of my work week! Derek and I loved meeting with all the talented and passionate students and alumni exploring careers in financial advising. Are you gearing up to graduate in the next year and looking to launch a rewarding career in financial services? Let's connect! #financialplanning #financialadvisingcareers #lakeshorefinancialgroup #depaulcareerfair

Behind the scenes with Chris Curran prepping for our College Planning Webinar! Thank you to everyone who joined us yesterday! It was a great session where we covered practical tips and strategies to help families navigate the financial side of college planning. Chris did an amazing job guiding parents through the complex world of college planning. Couldn't make it? No worries! We're here to help every step of the way. Reach out to Chris directly schedule a consultation to get personalized guidance- https://lnkd.in/gqK3HG4Z. #LakeshoreFinancialGroup #CollegePlanning