Wealth Management System

Advisory Services offered through Lakeshore Capital Group, Inc., a registered investment adviser. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. This report is being generated as a courtesy by Lakeshore Capital Group, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. We encourage clients to independently verify the information using the original source documents generated by the account custodian or product company. This report is not intended, in any manner, as an official brokerage or mutual fund statement and should not be used for tax reporting purposes. The value quoted on this report is not necessarily the amount an investor can expect to receive upon liquidation. Illiquid products (ex. Real Estate Investment Trusts (REIT) or Direct Participation Programs (DPP), among other products) the value will be different from the purchase price, and, if applicable, that accurate information is not readily available.

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. Changes in investment strategies, contributions or withdrawals, and economic conditions can materially change how your portfolio will perform. There are no assurances that your portfolio will match or exceed any particular benchmark. Asset allocation and diversification will not necessarily improve an investor’s returns and cannot eliminate the risk of investment losses.

Annuity and Life Insurance values may not reflect surrender charges. Refer to your annuity and/or life insurance contract to understand the difference between accumulation/cash value, benefits base, or surrender value. Accumulation, benefit base, and surrender values, and the ability to withdrawal or receive distributions therefrom, are subject to the terms of your annuity contract and the claims paying ability of the insurance carrier.