Whether you’re already in retirement or just beginning to plan for it we can help guide you through the investment process. We utilize multiple strategies in order to meet the needs of a diverse client base. This allows us to create models that fit the individuals personal risk tolerance. Our models are managed internally on a fee based, discretionary platform and adjusted quarterly based on the current market environment.
Once you’re retired it’s imperative to stay on top of your overall financial landscape to make sure that you’ll continue to stay within your comfort zone. We work with retirees to assure that your risk tolerance and overall spending doesn’t get off track. We develop a financial plan that addresses all of your investment accounts, goals and spending habits which helps to finalize an overall plan for moving comfortably through your retirement years.
Small Business & Corporate Retirement Plans
Managed through our separate entity Great Lakes 401k we understand that each company is unique in many ways and therefore has different needs. During our initial assessment we will discuss which features are most important to your plan and how they all fit together with the goal of ensuring that your plan is designed to achieve your company's specific need.
We work with multiple plan providers and third-party administrators which we believe helps to ensure that we put together the best solution for you. This also helps us stay up to date with the latest technology and platform advancements in the industry.
We offer life insurance when we see a need for it based on specific circumstances. This may include policies that are geared for only a short period of time or something that covers one until their passing. In other situations it may include key-man insurance for business owners or group policies. While we do not feel insurance is necessary for all individuals it does fit a certain need for some and is just another piece of the overall financial picture.