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Retirees and Pre-Retirees

Get Ready for Your Retirement with Great Lakes Wealth Advisors

Congratulations! You’ve worked hard your entire life, and now it's time to enjoy the fruits of your labor. But before you fully retire, it’s essential to ensure you have a solid plan to make the most of your retirement years. That's where Great Lakes Wealth Advisors comes in!

At Great Lakes Wealth Advisors, I want to ensure you feel confident about your retirement. That's why I'm here to help you every step of the way. I’ll work with you to create a plan considering your unique situation and goals. With my help, you'll be ready for a confidant and enjoyable retirement.

I also know how important it is to plan for the future of your estate. Estate planning ensures your assets are passed on to the people you want, in the way you want, and reduce taxes and legal fees as much as possible. I can help you with many estate planning steps, including the importance of having a power of attorney, medical directives, and a will in place. I can also talk about situations where a trust may be appropriate, help add and review account beneficiaries and remind you to update things as needed.

One of the benefits of working with a financial advisor is the experience and knowledge they bring to the table. They can help you make informed decisions about your investments and ensure you're on track to meet your goals. To learn more about why working with a financial advisor is smart, check out the Russell Investments report "Why work with a financial advisor?" It's packed with information on why having a professional by your side can be a game-changer regarding your finances.

I've compiled some great resources to help you prepare for retirement. Check out the "Preparing for a Satisfying Retirement" booklet, "5 Steps to Stay Confident in Retirement" booklet, "Understanding Your Estate" booklet, and a budget worksheet. These tools will show you how to save and manage your money during retirement so you can relax and enjoy your golden years.

By planning for retirement, you can feel confident that you'll have enough money to live on and that your assets will be taken care of. Don't wait; start planning for your retirement today! Contact us to schedule an appointment, and let us help you feel confident about your future.

Interested in Learning More?

or Contact Us.