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!