Our Services

Financial Planning

We analyze your financial situation and provide customized recommendations to help you pursue your personal financial goals.

Every plan is tailored to address the current status and future goals of each individual client. Your plan will include a detailed written evaluation of your financial requirements and objectives, as well as a discussion of the financial and investment strategies that would work best for you. We will also include general recommendations regarding asset allocation.

Depending on your personal situation, the plan will cover some or all of the following subjects.

  • Investments
  • Insurance
  • Education funding
  • Retirement planning
  • Wealth transfer
  • Estate planning strategies
  • Other relevant financial topics

Retirement Planning

We understand that the distribution phase of our client’s life is much different than the accumulation (earning) phase of their life. We help our clients make the transition from working and receiving current income to retirement and drawing income from their nest egg.

We analyze detailed cash flow projections year by year - from the present through retirement - to understand your income needs as you face the normal transitions of life.

Investment Options

Our investment philosophy is professional, disciplined, effective - and most importantly, it is entirely centered on our clients' best interests. We recognize that not only is every client different, but also that different parts of their life may require different investment strategies. Together we will talk about your needs and wants in order to find the appropriate approach to address your investment needs. We only recommend and utilize products that are the best fit for each situation. Taxation preferences and needs are also taken into consideration.

We have access to the full range of investment vehicles to address our client’s specific needs including:

  • Stocks
  • Bonds
  • Mutual Funds / ETFs
  • Alternative Investments
  • REITs
  • Private Equity
  • Variable / Fixed Annuities
  • Government Securities

Estate Planning Strategies

Estate planning* is not about taxes - it is about transferring assets where and when you want. People plan their estates out of love for, and in recognition of, the treasured people and organizations in their lives. Estates allow people to provide assets that seek to strengthen the financial future of their loved ones and support worthy causes. Some clients, having been through difficult settlements with parents, want to make things easier for their own children.

Regardless of the size of their estate, no one wants to leave a mess for the next generation to clean up. All estates, regardless of their value, have expenses that need to be paid. In fact, the smaller the estate, the more costly these expenses can be.

Our process seeks to remove the dangers that could keep an estate plan from operating as it was intended.


* Great Lakes Wealth Planning LLC and LPL Financial do not provide tax and/or legal advice or services.  Please consult your  tax and/or legal advisor regarding your specific situation.