Broker Check

The process begins with a few simple steps.

One…Listen

From Brenda’s point of view - it’s all about you.  What’s important to you and the people you love?  What are your values, your concerns, priorities, dreams?  This is the benchmark we track to, and as life changes your plan needs to change with it.  Having a conversation with Brenda is the start.

Two…Reflect

Where do you stand right now?

What is your current state of affairs, are your comfortable with your current status, do you understand what you have in place and why, and has anything changes - either in your life or in the world that needs attention? Brenda Bridges is a lifelong learner and educator, Brenda partners to build a plan based on meeting you where you are.

Three…Act

What are your options moving forward?

Here’s where we drop the jargon and put a simple, actionable and understandable plan in place; one that matches your goals in a real-life and real-time way.  If you don’t believe in it, don’t understand it or it’s not achievable then it’s not the right plan for you.

Client Centered

Why Lakeshore Financial Group?

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.