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Our Firm


Great Lakes Financial Management Group is committed to helpling you pursue your long-term financial gaals. As financial advisors in retirement planning and estate conservation strategies, we can help you answer questions you may have about your financial future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • What are my 401(k) plan distribution options?
  • Should I have a traditional IRA or Roth IRA?
  • Do I need disability insurance or long-term care insurance?
  • How do I transition to Medicare?
  • How can I ensure that my children receive as much as possible from my estate?
  • What do I need to know about wills, trusts and probate?

My goal as a financial professional is to help you plan for financial confidence.  Whether you goals involve building wealth through investing, funding a child's education, planing for a comfortable retirement or protecting your estate, I can help you develop a roadmap to work towards reaching your goals and make wise decision to help improve your financial situation.

Give us a call today!