At Great Lakes Retirement Planning we are dedicated to your future financial freedom & stability. We specialize in services from personal investment management to 401(k) planning to small business financial strategies. When you work with Great Lakes Retirement Planning, we’ll help you reach your goals and allow you to look forward to being able to retire comfortably.

Investment Advisory Services

  • 401(k) & SIMPLE IRA Investment Plan Management
  • Traditional IRA & Roth IRA Portfolio Design and Management
  • Personal Investment Account Portfolio Design and Management
  • Trust & Estate Investment Account Management
  • Small Business Investment Account Management

Fee-Based Financial Planning

  • Individual & Family Retirement Planning
  • Trust & Estate Planning
  • Small Business Succession & Exit Strategy Planning
  • Small Business Merger & Acquisition Planning
  • College Savings Planning