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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

If you get remarried, it is important to review your estate planning documents and make changes as needed. This includes your will, power of attorney, and health care directives. You may also need to change the beneficiaires on your life insurance and retirement accounts. Learn more here.

Ep 2: Second Marriages & Your Estate
2:52
Ep 2: Second Marriages & Your Estate
Ep 57: Why You Need a Trust, Especially If You Have an Imperfect Family
3:16
Ep 57: Why You Need a Trust, Especially If You Have an Imperfect Family

Park Lake Advisors

Financial Planning and Investment Management for Individuals and Families


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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.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
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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.
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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.
©2026 Park Lake Advisors
  • About
    • Our Firm
    • Fiduciary Commitment
    • Our Team
    • SmartVestor Pro
  • Investment Management
  • Financial Planning
  • Our Fees
  • Resources
    • Five-Minute Finance Videos
    • The Park Lake Perspective
  • Clients
    • Dashboard Log-In
    • NetXInvestor
    • Review Update
  • Contact
    • Contact Us
    • New Client Onboarding
Schedule A Meeting