You will make smart financial decisions when you work with a trusted advisor at Lakeshore Investment & Tax Service.

With expertise in both financial planning and tax law, your advisor will consider all your circumstances and help you build a plan for a sound financial future.

We are proud to have teamed up with Lakeshore Investment & Tax Service, recipient of the 2008 Readers’ Choice Award as the No. 1 investment firm in Manitowoc County.

Terry Ostrander, president, earned the designations of Chartered Retirement Planning Counselor, Certified Fund Specialist and Certified Tax Specialist — and he is eager to help you build a solid financial future by assessing the impact of financial planning on your tax liability. You will enjoy the convenience of having a trusted advisor helping you with all your financial planning needs.

Financial planning

Your advisor will assess your current financial situation and develop a personal financial 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

Retirement planning

Your advisor will help you evaluate your expected income sources in retirement and the amount of money you think you will need to maintain your lifestyle. Together, you will develop an investment plan to increase the likelihood you will reach your goals.

Tax services

Because your advisor stays abreast of the latest tax laws through continuing education, you will feel confident you will receive expert tax advice.

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

Other services

Lakeshore Investment & Tax Service can help you provide for your family and earn steady retirement income with these additional financial products:

• Whole and term life insurance
• Annuities
• Long-term care insurance

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