Looking for sound investment and tax* advice to
chart your financial future?

You'll feel confident knowing a trusted advisor is helping with all your financial planning needs.

We make it easy for you to take care of your tax returns and plan for your financial future by offering convenient, one-stop financial services to save you time and money.

  • We'll examine both your tax situation and your financial objectives and then make recommendations to help your money work harder for you and your family.
  • You'll have peace of mind knowing you'll receive advice you can trust. We'll help you choose from a wide variety of investment and insurance options - including stocks, bonds, mutual funds, self-directed traditional and Roth IRAs, annuities, life insurance and long-term care insurance.
  • With our experience in estate planning, we'll help you provide for your heirs and potentially reduce inheritance taxes.
  • If you're a business owner, we can set up and administer a retirement plan - such as a 401K, SEP-IRA or SIMPLE-IRA - to help you and your employees save for retirement and potentially reduce taxes.

If you'd like more information or would like to schedule a no-cost, no-obligation consultation, contact us.

*Tax and estate planning are provided as a service of Lakeshore Investment & Tax Service and are not services of CUNA Brokerage Services, Inc.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.