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Wealth Management

Wealth Management Experts

Creating wealth requires goal-setting, planning and navigating the right course to achieve your dreams. At Great Lakes Financial Services Group, we will work with you to manage your financial future by anticipating the appropriate course of action and steering you away from hazards that can leave you adrift in uncertain markets.  We utilize a comprehensive, multi-step process supported by advanced financial technology to create a long-term plan customized to you. We start by examining wealth strategies that work:

  • Accumulation – targeting asset growth
  • Retirement planning – distribution of assets in tax-advantaged way
  • Estate planning – preserving your assets
  • Risk management – protecting your assets
  • Business planning – growing and managing your business
  • Taxation – minimizing your tax burden

We then apply our seven-step process:

  1. Initial introductory meeting
  2. Discovery meeting to learn your matters of importance
  3. Data gathering, research, due diligence
  4. Plan delivery and recommendations
  5. Mutual commitment to action plan
  6. Ongoing monitoring of your plan and your matters of importance as your situation and markets change
  7. Client reporting, communication and feedback

 

Our new state-of-the-art Wealth Guardian Financial Management System is a powerful tool designed specifically for you to manage all your financials in one convenient safe place; your personal secure website.  Your client website is your own personal financial website that will provide you with a consolidated view of all your financial information in real time.  Ask us today for a complimentary demonstration of this amazing and powerful tool offered to you by your Wealth Management partner, Great Lakes Financial Services Group. Watch the video below to see how it works, then just click on the LEARN MORE box at the bottom of the page to contact us for more information.





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