Lakeshore Partners

Pacific Advisors, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

Incline Investment Advisors, founded in 2017, is an independent fiduciary that specializes in sophisticated investment strategies tailored to address real-world uncertainty. The firm aims to help individuals and families protect, grow, and simplify their wealth through personalized planning and disciplined portfolio management. Led by experienced professionals including Managing Partner Ted Parkhill and Chief Investment Officer Todd E. Hurlbut, Incline focuses on equipping clients with strategies to navigate market extremes effectively. With a commitment to research-driven performance and comprehensive financial planning, the team is dedicated to creating customized solutions that align with clients' goals and risk tolerance. Generated from the website

ePIC Services Company offers affordable and convenient solutions for people in need of trust services. With the power of the eStatePlan™, a digital estate planning technology, our advisors, attorneys, investment advisors, and funding specialists provide white-glove onboarding services and support to facilitate and complete your unique legacy planning goals and objectives. ePIC Services Company has opened up opportunities for both the masses and the mass affluent to have greater generational control over their wealth. With our innovative process and ground-breaking business model, families in need of estate planning services can access affordable solutions – from anywhere!