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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: DOCUMENT AdviserS, LLC CRD Number: 310413Annual Amendment All Sections
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Schedule an initial consultation with Lakeshore Financial Planning Inc.
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Gather all relevant financial documents such as tax returns, investment statements, and insurance policies.
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Meet with a financial advisor to review your current financial situation and set financial goals.
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Work with the advisor to create a personalized financial plan that aligns with your goals.
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Implement the recommendations outlined in the financial plan and regularly review and adjust as needed.

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Individuals who want to take control of their finances and work towards achieving their financial goals.
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Lakeshore Financial Planning Inc is a financial advisory firm that offers comprehensive financial planning services, including investment management, retirement planning, and tax strategies to help clients achieve their financial goals.
Individuals or entities that utilize Lakeshore Financial Planning Inc's services and meet certain financial thresholds are generally required to file necessary documentation with the firm.
To fill out the forms for Lakeshore Financial Planning Inc, clients should provide accurate personal financial information, including income sources, expenses, and investment details. Consulting with a representative of the firm is recommended for guidance.
The purpose of Lakeshore Financial Planning Inc is to assist clients in developing financial strategies that align with their life goals, helping to manage their investments, plan for retirement, and optimize their financial resources.
Clients must report their income, expenses, assets, liabilities, investment accounts, and any other relevant financial information when utilizing services from Lakeshore Financial Planning Inc.
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