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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
  • A man and woman sit at a kitchen table looking at a laptop, reviewing paperwork and sipping coffee. Both appear focused and engaged as they discuss smart mid-year money moves to boost their financial health.
    Blog | Home Page

    Your Financial Health Checklist: Mid-Year Money Moves

    Byadmin July 30, 2025August 13, 2025

    Just like you might check your car before a summer road trip up north or get the lawn mower tuned up, taking some time for a mid-year financial review helps keep everything running smoothly. Even small tweaks now can make a big difference by year’s end. Think of this as your easy-to-follow tune-up. No jargon….

    Read More Your Financial Health Checklist: Mid-Year Money Moves

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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.

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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