Plan your Path.
Pursue Your Passions.
We inform and empower families to make better decisions with their hard-earned money through tailored financial planning.
Get Started With Us
Our Process
Initial Discovery
Where you want to go
Second Opinion and Stress test
Where you are now
Personalized Action Plan: Phase 1
Creation of Financial Empowerment Plan
Personal Action Plan: Phase 2
Implementation of Financial Empowerment Plan
Great Lakes Gives Back
We are honored to support and volunteer with local and national charities throughout the year.
Get to Know
Our Team
It is our mission to help individuals and families achieve their ideal retirements. It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
Need more Info?
Attend a Live Event
Attend one of our informational seminars to learn more about retirement income strategies, legacy planning and more.
*Dates and times are subject to change- please fill out the form or call the office to reserve your spot
Lunch and Learn – Estate Planning & Protecting Assets
Taxes In Retirement Workshop
Taxes In Retirement Workshop
Princess Wenonah Boat Cruise (Ambassador Event)
Lunch and Learn – Navigating Medicare
Great Lakes Christmas Party
Register for an Event
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Schedule Your
Complimentary Consultation
For more information about any of the products and services listed here, schedule a meeting today by filling out the form below or give us a call at (989) 835-7203
