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Tel: (586) 773-6800
Finance and investing doesn’t have to be confusing.
We’ll make it easy
The financial services industry can be a little uptight.
Not us.
At Great Lakes Wealth Planning, we’re a team of dynamic financial professionals on a mission to help our clients meet their financial goals. The cornerstone of our practice is to take the technical and complex and make it understandable and actionable. We’re relatable. We follow a fiduiciary standard. And antiquated is not part of our process.
Our goal is to help you reach your goals.
Work with an experienced and diverse team of advisors you can relate to.
Translating the technical into tangible means helping you understand and purposefully pursue your vision of financial well-being.
Leave a legacy that's more than an estate plan. Give your loved ones the gift of understanding your wishes and financial resources.
“There are many things money can buy, but the most valuable of all is freedom.”
— J. L. Collins