Discover Our Philosophy
Our philosophy is to provide our clients with both personal and professional service. We offer Investment Advisory Service, Estate Planning, Retirement Income Planning, Financial Planning, Insurance Planning, and a full range of Retirement Planning tools.
Our mission is to help create and maintain wealth for our clients through long term effective asset management strategies. We will build client relationships based on trust, competent professional advice, continual communication, and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals, keeping them informed of the process, and achievement of these goals. When developing a customized financial plan, we will walk you through a step-by-step process that is designed to help make you feel confident in your decisions.
We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. The investment options in our business have allowed us to give our clients the intensely personalized asset analysis, allocation, and investment planning service they desire.
Thank you for visiting us in our virtual office, and don’t hesitate to contact us for a real-life meeting.
Meet Our Team
Alan Fischer has decades of experience in risk management forecasting and evaluating financial risks, and then recognizing methods that minimize or erase their impact. He has enjoyed helping his clients with a number of needs, from estate and financial planning, to wealth management, insurance, and more.
Before making his way to Great Lakes Wealth Advisors, Alan owned a risk management consulting company in southern Wisconsin, helping companies between the cities of Milwaukee and Chicago.
Alan is an avid outdoorsman who enjoys archery, hunting, and fishing throughout Wisconsin and the country. He's also a Packers, Brewers, and Badgers fan. Alan is active with the Greater Brookfield Chamber of Commerce and the Independent Business Association of Wisconsin.
Alan holds a degree in business from the University of Wisconsin-Whitewater. He has chosen to work under the Great Lakes Wealth Advisors name because he believes the company is an industry leader and dedicated to the success of clients in any age and with financial goals both big and small.
“I LOVE MY JOB BECAUSE I GET TO BUILD TRUST BY TEACHING MY CLIENTS ABOUT THEIR MONEY POTENTIAL.”