Our Services

We work with you to understand your tolerance for risk, investment preferences and goals.

Once we understand your current situation and financial objectives, our customized strategies will keep you on track. Great Lakes Financial helps you plan for the expected (retirement, travel, fun) and prepare as much as possible for the unexpected (healthcare costs, life insurance, long term care and disability insurance). Multiple services are available to meet the majority of your financial needs. 

Common Services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation*
  • Insurance and annuity products

*Estate Planning services provided in conjunction with your licensed legal advisor.