We help people plan to live like no one else.

Investment and Financial Planning

We develop a plan tailored to meet your specific goals and objectives.

What You'll Get:

Knowledge & Experience

You'll get to utilize our 20+ years of experience and work with a fiduciary to secure your financial future.

Straight Forward Fees

You'll receive valuable financial guidance with fair and fully-disclosed fees.

As Financial Planners who assist our clients with their investment needs, we developed our Learning Center to assist you with understanding important financial topics.

“Failing to plan is planning to fail.” – Alan lakein

Dave Ramsey financial quote
Paul Samuelson financial quote
Les Brown financial quote
Ben Graham financial quote
"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." Warren Buffett Quote
previous arrow
next arrow
Slider

Financial Planning and Investment Management White-Papers

The Major Retirement Planning Mistakes

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh,…

The SECURE Act

Long-established retirement account rules change.  The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in recent years. While the…

Your Changing Definition of Risk in Retirement

Some things to consider. During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you concerned yourself with finding the “best-performing…

Financial Strategy for Athletes

Step One: Find a trusted financial coach; Step Two: Listen to your coach. Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also…

An Estate Strategy for Your Digital Assets

What should you know? What should your executor know? When you think about your estate, you may think about your personal property, real estate, or investments. You also have other, less-tangible assets – and they…

Taking Charge of Your Financial Life

Delegating responsibilities to others may lead to problems down the road. When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another…

Read the thoughts of our financial planners and investment advisors.

Equifax Breach, Top Retirement Killers, Taxes

There has been a lot going on in the world lately. While it’s easy to focus on the volatility of the markets in August, I also wanted to bring you some important news articles from the last couple…

House Buying – A Big Commitment

Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what…

Pros and Cons of REITs

In the past several months, I have fielded calls from a few different clients that have heard, and become interested in, investing in Real Estate Investment Trusts (REITs for short). A REIT is a form…

Strategic Relationships

Get in touch

Location

3303 W. Saginaw Street, Suite C1
Lansing, Michigan 48917

Contact Us
Our Hours

MON-FRI      9:00am – 5:00pm by appointment
 (after-hours appointments available)

SAT                 By Appointment Only

 ©2019 Park Lake Advisors
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of Colorado, Indiana, Florida, Michigan and Ohio. Advisory services through Cambridge Investment Research Advisors, Inc, Registered Investment Advisor. Park Lake Advisors and Cambridge are separate and unrelated companies.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or a Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Privacy Policy