Lakeshore Financial Group Chicago

Parents-
We know you want the best for your children—but with college costs soaring and student debt climbing, how can you secure their future without jeopardizing their own? The reality is that inflation is eroding your savings, and the average student graduates with $37K in debt¹. We know you're worried, and we're here to help.

In our upcoming webinar, we'll show you:

- How to save effectively despite rising costs.
- Smart strategies to minimize or avoid student loans.
- How to navigate the complex financial aid system.
- Ways to ensure your financial security while planning for your child’s education.

Don't leave your family's future to chance. Register now: https://bit.ly/3B1rfFs

¹ Education Data Initiative, 2024

We’re excited to welcome Kelly Wells as the newest member of our team! Formerly a biology teacher, Kelly is eager to embark on a new career in financial services, where she is dedicated to helping people achieve their financial goals. Kelly is committed to becoming a valued member of the LSFG team and a respected financial advisor in the Beloit, Rockford, and Roscoe areas. She’s also working towards becoming a certified financial representative! Known for her independence and hardworking nature, Kelly sets clear goals and is relentless in achieving them. As an extrovert, she loves meeting and talking to new people, and she looks forward to building strong, lasting relationships with her clients.

Fun Fact: Kelly loves to interior design!

This August, we acknowledge the following individuals who have reached milestone anniversaries with us. Your contributions and unwavering commitment to providing our clients with the best service possible are truly appreciated. Here's to many more years of success together!

Thank you, Adam Blake, Joe Saliba, and Bob Saliba!

✏️ It's back-to-school season—perfect time to brush up on some investment terms you've been hearing. We're here to make it simple and clear, so you can feel confident in your financial decisions.

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Our favorite summer event by far! We look forward to this every year and are proud to support the continued development of Playhouses across the country. 🫶⛳️ ☀️

The dog days of summer aren't done yet! 🐾

Enjoy some serious (and not so serious) photos of our beloved doggos as we celebrate .

We're excited to introduce John Weston, the newest addition to our team! Transitioning from a successful career as a full-time musician, John brings a creative and dedicated approach to financial strategies. He’s passionate about utilizing our firm’s resources to help artists, musicians, and entrepreneurs achieve long-term financial stability. Describing himself as creative, dedicated, and thorough, John is eager to bring his unique perspective to his new role."

Fun Fact: John has performed all over the world!

We're excited to introduce the newest addition to our team, Arjav Patel! We're excited to introduce Arjav Patel, the newest addition to our team! A 2024 graduate of The University of Iowa, Arjav holds a degree in Finance, Business Analytics, and MIS with a focus on capital markets. Known for his creative and persistent nature, Arjav is eager to make a positive impact on people’s lives by ensuring clients feel comfortable and confident in their financial decisions. As he works toward qualifying for the President’s Club conference, Arjav is dedicated to going above and beyond in his role.

Fun Fact: He can speak 3 languages!

We had a tee-rific time sponsoring and participating in GiGi's Playhouse, Inc. 11th Annual National Golf Outing at the stunning Ivanhoe Club in Mundelein, IL! ⛳️ Ryan Moratti, Cale Morin and friends took to the greens, proudly representing LSFG while supporting a cause that’s close to our hearts. A special highlight was GiGi herself, driving the cart around and passing out drinks like a pro.

The funds raised will help empower individuals with Down syndrome through vital educational, therapeutic, and career development programs. We're proud to be part of this amazing effort to make a lasting impact!

We're excited to introduce the newest addition to our team, Charles Nunnally!We're excited to introduce Charles Nunnally, our newest team member! With a strong foundation in psychology, Charles is committed to meeting clients where they are and guiding them through their financial journeys. His expertise in behavioral finance helps clients avoid common pitfalls and make informed decisions. Known for his detail-oriented approach and unconventional thinking, Charles brings a unique perspective to every situation, helping clients navigate their financial goals with confidence. Passionate about building trust-based relationships, he's dedicated to making a meaningful impact on his clients' financial well-being.

Fun Fact: Charles has a library of over 300 books and counting!

We’re thrilled to introduce Elise Monroe as the newest member of our team! Elise brings a unique perspective with her Bachelor of Arts from DePauw University, combining her passion for helping people with her love of learning—a perfect match for the financial industry. She is dedicated to building strong, close relationships founded on trust and understanding. Known for her enthusiasm, natural leadership, and hardworking nature, Elise is committed to serving as a valuable financial resource for her clients and delivering life-changing results—following in her father’s footsteps.

Fun Fact: Fun Fact: Elise lived in Paris for 5 months and speaks French!

We’re excited to introduce the newest addition to our team, William Marshall! With a background as a Math major and Business minor from the University of Nebraska-Lincoln, Will is ready to help clients reach their financial goals and build strong relationships. He describes himself as competitive, genuine, and determined, believing that clients' needs should always come first—listen first and offer suggestions later. Will looks forward to working with new people, learning from fellow advisors, and ensuring clients feel confident in their financial strategies. He is dedicated to guiding clients through complex financial goals while supporting Lakeshore’s contributions to the local community.

Fun Fact: Will was part of the Student Athletic Advisory Committee at U of N!

Life is full of uncertainties, but your will shouldn’t be one of them. Updating your will is one easy step to ensure your wishes are clear and your loved ones are protected.

Need guidance? We're here to help.

🔗 Schedule a consultation with us today: https://bit.ly/3SJgEoT

Start Your Financial Journey Today The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

We’re thrilled to welcome Logan Finneran to our team! A recent graduate of William Woods University with a BA in Psychology, Logan is excited to bring her deep understanding of human behavior into her financial practice. Known for her dedication, passion, and strong relationship-building skills, Logan is eager to foster trusting relationships with clients and support their financial success.

Fun Fact: Logan has won over 5 MVP awards while playing college volleyball!

We're excited to introduce the newest addition to our team, Evan Correll! A recent graduate of Indiana University-Bloomington, Evan is eager to start working to help people plan for financial success and build relationships with his clients and coworkers. Describing himself as supportive, caring, patient, and passionate, one of his main goals includes putting clients first, making them feel comfortable in every situation, and delivering valuable insights.

Fun Fact: Evan plays the guitar!

We're excited to introduce the newest addition to our team, Ashlee Bakunowicz! Currently pursuing her Master's in Business Administration, Ashlee looks forward to collaborating with our team, which values a growth mindset and provides a supportive community both in and out of the office. Ashlee's goals include building a strong network and community, positioning herself as a valuable resource, and growing with her clients. With her passionate and kind-hearted demeanor, she is dedicated to delivering valuable knowledge and fostering growth.

Fun Fact: Ashlee hosts gaming events to support charities in the Chicagoland area!

Meet our New Advisor Cohort!

We’re excited to welcome 8 amazing individuals who are ready to make waves as they start their journey with us!

👋 Ashlee Bakunowicz (DePaul & Grand Canyon University)
👋 Evan Correll (Indiana University)
👋 Logan Finneran (William Woods University)
👋 Will Marshall (University of Nebraska)
👋 Elise Monroe (DePauw University)
👋 Charles Nunnally (Creighton University)
👋 Arjav Patel (University of Iowa)
👋 John Weston (Indiana University)

They’re off to a fantastic start, and we can’t wait to see their growth and the positive impact they’ll have. Stay tuned for individual highlights!

This July, we acknowledge the following individual who have reached milestone anniversaries with us. Your contributions and unwavering commitment to providing our clients with the best service possible are truly appreciated. Here's to many more years of success together!

Thank you, Martha Chaman.

In the midst of peak home sales season, understanding capital gains tax is crucial to making the most of your sale! Learn how it might impact your sales and what you can do to minimize your tax burden.

https://bit.ly/3zV18j5

Capital Gains Tax When Selling Your Home If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

Our advisors, Tyler Degeneffe, Ed Degeneffe, Carey Yukich, and Ryan Moratti traveled to Nashville last month, as qualifiers attending this year’s ESI Elite Symposium.

Equity Services put on a great program highlighting their partnership, resources, and dedication to growing the broker-dealer.

It's never too early to instill good financial habits!

Prepare your college kids for the future by teaching them these foundational financial skills that will help set them up for success.

We were thrilled to welcome and meet our New Advisor Cohort yesterday! It was a great opportunity to get to know each other and celebrate our growing team.

🌟 We're excited to welcome Will Pettit to the Lakeshore Financial Group team as our Summer Intern! 🌟

A senior at DePauw University in Indiana, majoring in Economics through their Management Fellows honors program, Will has dived into learning about all aspects of financial advising—from recruiting and marketing to working directly with advisors.
After graduation, Will plans to pursue a career in the financial field, driven by his passion for helping others and making a positive impact on their lives. We're thrilled to support and guide him on this journey!

This , remember you don’t have to splurge to have a great time! 🎆

Here are some tips to keep in mind while you're getting ready for the festivities. Implementing small financial habits now can help you spend less in the moment and save more for the future.



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🛡️ Insurance comes in all forms and today we highlight their importance! 🛡️

Whether it’s safeguarding your home, business, health, or loved ones with life insurance, each policy is vital for securing your future.

Let's explore how different types of insurance can provide security for you and your future.

This June, we acknowledge the following individuals who have reached milestone anniversaries with us.

Your contributions and unwavering commitment to providing our clients with the best service possible are truly appreciated. Here's to many more years of success together!

Thank you, Nilesh Baxi, Mike Stone, and Diane Faltinschi.

Pride Month may be almost over, but that doesn't mean financial planning ends for the LGBTQIA+ community.

Mark Joslyn and Tyler Tully, from Empowered+, say, "We ‘get you.’ We understand the needs of those with a connection to the LGBTQ+ family and it’s our mission to help you feel financially empowered.” Empowered+ is a fee-based financial practice, offering detailed planning that includes everything from investments, home purchases, protection for you and your family (chosen or otherwise!), surrogacy/adoption, education, retirement, tax planning, and more.

Mark and Tyler are dedicated to eliminating barriers and ensuring your financial goals are met. Whether you’re starting your financial journey or looking to optimize your current plan, they are here to support you every step of the way.


Learn more here: https://bit.ly/3VY84Vd