Local Business Spotlight Lakeshore Financial Group

This Patch article is sponsored by Lakeshore Financial Group.

Local businesses are the heart of our communities. Patch had a chance to talk with TJ Gilboy, Managing Associate, of Lakeshore Financial Group.

Patch: Tell us a bit about your business or organization:
TJ Gilboy: Lakeshore Financial Group We provide a comprehensive approach to the design, implementation, and management of financial plans for closely held Business Owners.

Patch: How long have you been doing business in town?
TJ Gilboy: 18 years

Patch: What attracted you to the line of work you’re in, and how did you get started?
TJ Gilboy: With an education in finance and economics, I wanted provide the greatest opportunity for individuals to achieve financial independence for themselves and their families.

Patch: What's the most common piece of advice you give to customers?
TJ Gilboy: The most common question is "when to get started?" Fortunately, when it comes to financial planning, the answer is always "yesterday." We have a limited amount of time, to make the most of that time we have to come to the planning table as soon as possible.

Patch: What’s the most satisfying part of your job?
TJ Gilboy: Helping clients achieve their most important goals with the implementation of their customized financial plan.

Patch: How would you say your business or organization distinguishes itself from the others?
TJ Gilboy: Client first mentality, comprehensive approach to planning, customized implementation of all planning objectives.