Five Lakes Financial

10/19/2026

It's Financial Planning month! Did you know both Eric & Ken are Certified Financial Planners (CFP)? The CFP designation is an industry standard of excellence in education, experience and ethics. Read more about why working with a CFP could be right for you👇

CFP® professionals are educated, experienced financial planners who have committed to acting in their client's best interests when providing financial advice.

10/15/2026

Our team recently met at our main office for our quarterly planning meeting. We had a nice afternoon together, setting goals, sharing successes and learning about new technology and training.

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6181BHDg3x

09/23/2026

We are honored to be nominated for Lapeer’s Best of the Best 2026. If you feel compelled, you can support our nomination by voting at the link below.

We ❤️Lapeer

Northwestern Mutual

09/15/2026

⛳ We had a great time kicking off the Labor Day weekend with our annual Five Lakes Financial golf outing! Thanks to our generous sponsors and guests, we raised over $10,000 for the McLaren Lapeer Region Foundation Chemo Care Fund! Our golfers also showed up with TONS of items to donate to fill the bags. We are so grateful for this community, our clients, and our partners! ☺️

The Chemo Care Fund, founded in 2024 by Eric and Kristen Cassabon, along with their daughters, is a heartfelt initiative that aims to support those undergoing chemotherapy treatment. Each care package is thoughtfully filled with items to provide comfort as patients embark on their cancer journey. Currently, they distribute about 150 care packages each year, at a cost of $20 per bag.

09/10/2026

📣Five Lakes Financial is hiring!📣 Check out the posting below for more details:

https://www.ziprecruiter.com/c/Five-Lakes-Financial/Jobs?hiring_company=7231002d

08/27/2026

The Five Lakes Financial team came out to support Eric at the Lapeer Optimist Tent during Lapeer Days! Eric has volunteered at this event for 23 years!

08/20/2026

One of the core values of the Five Lakes Financial team is a commitment to generosity and giving back to the community. Charitable giving is one of the most meaningful aspects of a financial plan – and one of the most overlooked opportunities.

The right strategy can help support the causes you care most about, reduce taxes in a smart, compliant way, and create a lasting legacy for your family and community. We love educating our clients about the various ways to incorporate giving in their financial plan!

From donor-advised funds and qualified charitable distributions to simply timing these gifts, small adjustments can make a big difference. Four County Community Foundation is a great local resource for supporting local opportunities that align with your charitable interests.

If you would like to discuss how giving fits into your bigger picture, our team is here. Let’s make your generosity work as hard as you do!

08/06/2026

🎉 Congratulations Eric Cassabon on being recognized on the Forbes | SHOOK Research Top/Best-in-State Financial Security Professionals List! 🔗https://www.forbes.com/.../top-financial-security.../ 🎉

🏆 Eric Cassabon, CFP®, CLU®, ChFC®, CASL®, RICP®

Eric's inclusion on this list reflects his commitment to our team's Core Values: Integrity, Excellence, and Ethics. Five Lakes Financial is proud to have Eric as a leader of our team.

Join us in congratulating Eric on this well deserved honor! 👏🎉👏

(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo).

07/22/2026

🎉 Congratulations on 33 Incredible Years! 🎉

Today we celebrate Phil Stadler, whose 33 years as a dedicated Associate Wealth Management Advisor with Northwestern Mutual have been marked by exceptional service to his clients and the community!

Beyond expertly guiding families through wealth building, retirement planning, and life's financial milestones, Phil consistently gives back through meaningful community involvement - volunteering, supporting local causes, and making a positive impact far beyond the office. Your commitment to both financial wisdom and community betterment is an inspiration to us all!

Thank you for 33 years of trust, expertise, integrity, and heartfelt service! Here's to many more years of making a difference! 👏