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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
Schedule Now
Uncategorized

Equifax Breach, Top Retirement Killers, Taxes

Byadmin September 15, 2019October 29, 2020

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 of weeks. Last year, there were over 1200 data breaches in the US alone exposing 446 million records. In 2017,…

Read More Equifax Breach, Top Retirement Killers, Taxes

Uncategorized

Your Emergency Fund: How Much is Enough?

Byadmin March 1, 2019June 8, 2022

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,…

Read More Your Emergency Fund: How Much is Enough?

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  • Our Firm
    • Our Team
    • SmartVestor Pro
    • Fiduciary Commitment
  • Five-Minute Finance
  • Prospective Clients
    • Investments
    • Financial Planning
    • Our Fees
    • Get Started
      • New Client Onboarding
      • Risk Tolerance Questionnaire
      • Planning Questionnaire Download
  • Clients
    • Dashboard Log-In
    • CIRStatements
    • NetXInvestor
    • Review Update
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