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Your next chapter can start today. We are here to help.
Financial Life Planning for you.
Financial Life Planning for you.
Make confident money decisions with Lake Trust Financial Life Planning. Secure your long-term investments, plan for major life moments, and get ready for life after work. Our team is ready to create a customized strategy for you.
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Youth savings plans for you.
Youth savings plans for you.
A little now goes a long way. Help your child or grandchild prepare for college with a smart savings plan from Lake Trust — including 529 accounts that can grow their educational opportunities.
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Home equity loans for you.
Home equity loans for you.
Your home has value. Put it to good use with a flexible Home Equity Loan that can fund renovations, your child or grandchild’s education, and other big plans. Learn how you can turn equity into opportunity.
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Learn more about Lake Trust.
Explore retirement resources.
It’s never too early to start a retirement plan. Visit our Wellbeing Library for resources to keep you on track for life after work.
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Read our latest impact report.
Every year, we create a comprehensive report that highlights the impact Lake Trust is making in our Michigan communities.
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