Our financial and tax experience will help you to make smart investment decisions.

You'll benefit by working with a single firm that considers all your financial circumstances.

As president of Lakeshore Investment, Insurance & Tax Service, Terry Ostrander made a commitment to gaining the knowledge and credentials that enable him to evaluate the impact of financial planning on your tax liability. He's passed national examinations that earned him the designations of Chartered Retirement Planning Counselor, Certified Fund Specialist and Certified Tax Specialist.

We're eager to establish a long-term relationship helping you with your tax and financial planning needs - so you'll have a secure financial future.

Our mission

Our role as your trusted financial advisor is to help you be a successful investor, to build, protect, preserve, harvest and bequeath multi-generational wealth.

Our beliefs

• We believe in asset allocation.
• We believe people need to be more connected to their dreams.
• We believe you can reduce risk through diversification.
• We believe that equity builds wealth.
• We believe in the investment process.
• We believe many people are caught up trying to time the market.
• We believe financial success begins with understanding the core values and goals of our clients.
• We believe we offer our clients options and peace of mind.
• We believe we function as our clients' most trusted financial advisor.

When you trust the professionals at Lakeshore Investment, Insurance & Tax Service, you'll feel assured your tax return will be prepared accurately and professionally. And with our financial planning experience, you'll be able to spend more time enjoying your life … while we manage your investment portfolio.

Please contact us to schedule a complimentary consultation.