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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
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      • Elements Portfolio Series
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Check the background of this financial professional on FINRA's BrokerCheck
Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
  • financial tidbits newsletter
    Newsletter

    August 2021 Financial Tidbits

    Byadmin August 11, 2021September 17, 2021

    Financial Tidbits Relevant information and articles to improve your financial life. Issue 7  August 12th 2021 Financial Tidbits – Issue 7 Financial Tidbits Relevant information and articles to improve your financial life. Issue 7  August 12th 2021 Message From Your Advisor Summer is quickly passing by. I hope that the year has started well for…

    Read More August 2021 Financial Tidbits

  • financial tidbits newsletter
    Newsletter

    Financial Tidbits Issue #2

    Byadmin December 9, 2020January 13, 2021

    This month, our financial advisors will cover how to discuss finances with your family, understanding your risk tolerance, PPP loan forgiveness, the psychology of money, low-cost homeschooling ideas and a holiday scam warning.

    Read More Financial Tidbits Issue #2

  • financial tidbits newsletter
    Newsletter

    Financial Tidbits Issue #1

    Byadmin November 5, 2020December 9, 2020

    Improve your financial knowledge with Financial Tidbits by Park Lake Advisors, a financial & investment planner in Okemos & Lansing Michigan.

    Read More Financial Tidbits Issue #1

  • Newsletter

    Financial Fitness, Charitable Giving, Porch Pirates and Cyber Scams

    Byadmin December 22, 2019November 2, 2020

    The last month of 2019 is important for both reflecting on the things that went right during the year, but also the things that didn’t go the way we wanted. We also wanted to reflect on some of the important articles of December. Do you consider yourself to be financially healthy? Financially coping? Financially vulnerable?…

    Read More Financial Fitness, Charitable Giving, Porch Pirates and Cyber Scams

  • Newsletter

    Cost of Streaming, Medicare Part B Increase, Gift Card Scams and the End of the Charging Bull Era.

    Byadmin November 24, 2019November 2, 2020

    As we head into the end of the year (and the holiday season), we take a moment to reflect on some important articles and topics from the past month. People are cord-cutting and adding streaming services at a rapid rate. Whether or not you’re saving (enough) for your financial goals, it’s important to understand the…

    Read More Cost of Streaming, Medicare Part B Increase, Gift Card Scams and the End of the Charging Bull Era.

  • October, light.
    Newsletter

    Financial Stressors, Mortgage Rates, Social Security Increase and more

    Byadmin October 23, 2019November 2, 2020

    A lot has happened in the past month. Quite a bit has also stayed the same. Since our last newsletter, there has been impeachment inquiry begun in the House of Representatives and a tentative agreement with China on a “phase one” of a trade deal. Outside of political commentary, there has been quite a few good articles on personal finances in the past month.

    Read More Financial Stressors, Mortgage Rates, Social Security Increase and more

©2025 Park Lake Advisors

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of California, Colorado, Florida, Indiana, Kansas, Michigan, Ohio, Texas and Virginia. 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.

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  • About Us
    • Our Firm
    • Fiduciary Commitment
    • Our Team
    • SmartVestor Pro
  • Insights
    • Five-Minute Finance Videos
    • The Park Lake Perspective
  • Services
    • Investments
      • Elements Portfolio Series
    • Financial Planning
    • Our Fees
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update
  • Contact Us
    • Contact Us
    • Schedule Meeting
  • New Client Onboarding
  • Schedule A Meeting