Lake Effect Financial Consultants

We provide practical and knowledgeable services to help you achieve a mindset of financial confidence as though your entire plan is as relaxing as spending a day at the lake.

Proudly Serving Central and Southwest Michigan

Are you looking for help in your financial journey?

We are passionate about creating lasting and meaningful relationships, helping people, and serving clients. Our clients will have a safe place to ask questions, you will be heard, informed and empowered so you feel confident in your decisions.

Areas We Can Help Guide You:

Retirement income planning

Investment management

Tax efficiency

Holistic planning

Dedicated Planning Services

Protecting loved ones against the impact of extended care, death and disability

We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals.

Check out our quarterly newsletter.

College Savings Tools

Want to navigate the cost of college without risking your retirement? Our team offers college planning and can help your student be an active decision-maker in the process. Through our college planning services, you can access College Aid Pro™ to learn:

• How much colleges think you can afford.

• How much your family can actually afford.

• How to find schools that will be the most generous with financial aid.

• The out-of-pocket cost for four years at each institution.

• The college funding gap and resulting student loans at each college.

Click this link to get started.

After you have entered your information our team will contact you to review your information and help you navigate this tool further.

What to Expect at Your First Meeting

At your first meeting we truly want to get to know you, your goals and values. There is no charge for your first consultation.

Things to bring to your first appointment:

A list of any questions you may have.
Financial documents you need help understanding.

Yes, it is that simple!

Ready to Connect?

Tell us how to get in touch.

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