The Simple Choice for Complex Financial Matters
We Go Beyond to Bring Even More Value to Your Everyday Life
Welcome to Great Lakes Wealth Advisors: the first step to realizing your full wealth potential. We focus on providing personal financial advice, company retirement plans, and life insurance. Our main investment philosophy is to help clients like you pursue GOALS — whether big or small, to create and preserve WEALTH — both personally and professionally. What makes us distinctly different from other financial advisers is the personal, one-on-one attention we offer each and every client. Our process is catered to your experiences to ensure unique and effective quality.
Providing Life, Work, and Online Financial Solutions
Investing for Your Future
Whether you are just starting your career, building your portfolio for the future, or enjoying your retirement years, our advisers can help you design a straightforward strategy that is goal-focused and tax-efficient strategies.
As an employer, you know that the value of a strong 401K, IRA, SEP, or other retirement plan. Invest in your team, their future, and build your own wealth while you enhance your culture, recruitment, and retention.
Services
Investments
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- 401(k) & 403(b) plans
- Brokerage Account
- Education Account
- Mutual Funds
- Exchange Traded Funds
- Common Stock
- Preferred Stock
- Variable Annuity
- Fixed Annuity
- Pension
Financial Planning
- Retirement Income Planning
- Investment Planning
- Investment Management
- Estate Planning Strategies
- Tax Planning Strategies
- 401k Planning
- 403b Planning
- Life Insurance Planning
- Education Savings Plans
- Estate Plans Strategies
- Money Management
- Profit Sharing Plans
- Executive Benefits
Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
Take the first steps towards planning your financial future.
Book a short phone call, virtual meeting, in-person meeting or send us an email. This will give both of us the chance to briefly discuss your situation and see if you are in the right place. If so, there will be a few pieces of crucial information requested from you to continue on to the next step.
