Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Great Lakes Investment Advisors, Inc., we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

Our Process

  • initial-discovery-icon

    Initial Discovery

    Where you want to go

  • second-opinion-icon

    Second Opinion and Stress Test

    Where you are now

  • personalized-plan-phase-1-icon

    Personalized Action Plan: Phase 1

    Creation of Financial Empowerment Plan

  • personalized-plan-phase-2-icon

    Personal Action Plan: Phase 2

    Implementation of Financial Empowerment Plan

Your Personalized Financial Empowerment Plan

Wealth Management Plan

Lifetime Income Plan

Tax-Efficiency Plan

Asset Protection Plan

Estate & Legacy Plan

Ready to Take

The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at (989) 835-7203