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Park Lake Advisors Financial Planner Investments in Okemos, Michigan, Lansing, Michigan and a virtual financial planner
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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
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    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

  • News

    Taking Charge of Your Financial Life

    Byadmin May 9, 2019June 8, 2022

    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 takes on the shopping. You might also decide which one of you vacuums and…

    Read More Taking Charge of Your Financial Life

  • News

    Midlife Money Errors

    Byadmin March 6, 2019June 8, 2022

    If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. These errors and suppositions are worth examining, as you…

    Read More Midlife Money Errors

  • News

    Certain Uncertainties in Retirement

    Byadmin March 1, 2019June 8, 2022

    Two financial unknowns may erode our degree of confidence. The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years. Indeed, according to the 2018 Retirement Confidence Survey by the Employee Benefits Research Institute, only 17% of pre-retirees said they are “very confident” about having enough…

    Read More Certain Uncertainties in Retirement

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    Blog

    Five Lessons Football Teaches Us About Finances

    Byadmin September 5, 2018June 9, 2022

    Football season is (finally) here. For those of us that love the game, it’s one of the best times of the year. For those that love those of us that love the game, there’s a mutual understanding that football season is here and there might be some distractions on the weekends. Believe it or not,…

    Read More Five Lessons Football Teaches Us About Finances

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    Blog

    We All Scream For Ice Cream!

    Byadmin August 29, 2018June 9, 2022

    We’re in the birthday season in my house. While it would be wonderful if this was limited to one party for my (almost) 8-year old son, this is not the case. In fact, due to scheduling, there will likely be 3 or 4 smaller parties this year. This past weekend was the first. Birthday parties…

    Read More We All Scream For Ice Cream!

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©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