Lakeshore Financial | Sam Audy | Financial Planning

I professionally serve clients by optimizing their personal budgeting, investment management, debt management, tax strategies, estate planning, education planning, and insurance via comprehensive financial and retirement planning. I offer the first 3 meetings free of charge to discern whether it is a good fit!

I bring a blend of expertise and enthusiasm to guide families and their businesses through the complexities of their financial lives. My approach is both collaborative and practical, focused not only on overcoming challenges but also on celebrating milestones with my clients. My personal mission is to help you achieve your financial goals and secure the future you've been working towards. I regularly do home visits, zoom calls, or service clients at the Chicago location in the loop.

We operate with an open infrastructure, which allows us the whole world to choose from for investments and products.

Let’s connect—whether you have a question or want to discuss your financial future, I am one message away!