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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
Ep 83: Plan for Your Legacy - The Importance of a Letter of Instruction
3:52
Ep 83: Plan for Your Legacy – The Importance of a Letter of Instruction

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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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  • 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