Frequently Asked Questions
Q. DOES IT COST ME MONEY TO COME AND MEET WITH MR. MASLYK?
A. No. The initial meeting and most of the following meetings are at no cost. Under certain circumstances, Mr. Maslyk may charge a fee for his advice and the meeting. Any cost to you would be agreed upon up front... No surprises here.
Q. WILL MR. MASLYK COME TO MY HOME?
A. Most meetings are done at our offices. Arrangements may be able to be made for a home appointment.
Q. WHAT ARE WAYNES CREDENTIALS? IS HE QUALIFIED TO GIVE ME SOUND ADVICE?
A. Wayne is a CERTIFIED FINANCIAL PLANNER™. This means he has completed several years of college credit courses just to be able to sit for the CFP® exam. Then he had to pass a 2 day 10 hour exam. The CERTIFIED FINANCIAL PLANNER™ designation is the Gold Standard for Financial Advisors. Most other advisors out there either have a weekend designation (Pay a couple hundred bucks to get some letters behind your name), A Mutual Fund sales license, and/or insurance license. In addition to the CFP® designation, Wayne is a Registered Investment Advisor (Fee only) and has been helping folks with their financies for over 14 years.
Q. AM I GOING TO GET SOME TYPE OF “ARM TWISTING” SALES PRESENTATION?
A. Unlike a lot of other advisors out there, Wayne takes things very slowly. We work at your pace, not ours. It's your money, not ours. We understand this and feel that it takes time to earn your trust. You would never be asked to make any decisions you're not comfortable with, or feel "Rushed" in doing!
Q. WHAT IF I DON’T WANT TO GO THROUGH ANY FINANCIAL PLANNING PROCESS, BUT JUST WANT SOME HELP WITH MY INVESTMENTS?
A. Mr. Maslyk isn't only well versed in all levels of the financial planning process. He is also an expert at giving advice in both the "Safe" money areas and "Risk" money areas.
Q. I HEARD YOU DO TAXES. HOW MUCH FOR YOU TO PREPARE A RETURN?
A. Yes, we do offer tax preparation services. CPA prepared tax returns are typically $89.95 for retirees over the age of 62 who normally owe tax. We are very competitive with our rates, and we help you get proactive in lowering your taxes.
Q. HOW MANY PEOPLE WORK AT GREAT LAKES BENEFITS AND WEALTH MANAGEMENT?
A. In addition to Wayne and four associates, we have relationships with hand picked CPA's, attorneys, and other experts in their field.
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