By working with a trusted advisor from Lakeshore Investment & Tax Service, you will be able to assess your business’s financial picture.

Your advisor will consider both your tax situation and your finances to help you build a plan for business growth.

We are proud to have teamed up with Lakeshore Investment & Tax Service (LITS), recipient of the 2008 Readers’ Choice Award as the No. 1 investment firm in Manitowoc County. Through our relationship with LITS, we are able to offer business owners like yourself reliable business services to simplify your life.

Expertise in both tax law and financial planning

Terry Ostrander, president, earned the designations of Chartered Retirement Planning Counselor, Certified Fund Specialist and Certified Tax Specialist. He will help you assess the impact of investing in your business on your tax liability. You will enjoy the convenience of having a trusted advisor helping you with all your business tax and investment needs.

Tax services

You can feel confident you will receive expert business tax advice because your advisor stays abreast of the latest tax laws through continuing education. Here are some of the services LITS provides:

• Tax planning
• Tax return preparation
• Electronic filing
• Tax reduction strategies
• Tax estimates

Retirement planning

Your advisor will assess your personal financial situation and develop a plan based on your objectives and tolerance for risk. You will learn the advantages and disadvantages of each type of investment so you will feel comfortable with your decisions.

• Self-directed individual Roth and traditional IRAs
• Stocks, bonds, mutual funds, money markets, certificates of deposit

Employee retirement plans

LITS can also assist you in setting up and administering a retirement plan — such as a 401K, SEP-IRA or SIMPLE-IRA — to help you and your employees invest for retirement and reduce taxes.

Whole and term life insurance

If you are planning to increase your own life insurance or include life insurance in your employee benefit package, your advisor will help you understand the pros and cons of each type of insurance so you will be able to make a sound business decision.

Contact Lakeshore Investment & Tax Service for a no-obligation, complimentary consultation.