Your Financial Anchor

Family Focused Retirement & Tax Planning

Our Services

We specialize in Retirement Planning, Tax Planning, and Asset Protection, offering a comprehensive suite of financial solutions tailored to your needs.

Our Services

Retirement Planning

Secure your future with our personalized retirement plans that focus on long-term growth and financial stability.

Tax Planning

Minimize your tax liability and maximize your returns with our expert tax planning services.

Asset Protection

Safeguard your hard-earned assets from unforeseen risks with our strategic asset protection plans.

We offer CPA prepared tax returns for just $90, ensuring your Financial Advisor and CPA collaborate for a cohesive financial strategy. Experience integrated financial planning that prioritizes your best interests, bridging the gap between tax optimization and financial growth.

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A Partnership That Puts You First

Tailored Financial Solutions for Your Unique Needs

We do things a little differently at Great Lakes Benefits & Wealth Management. Our approach is personalized, transparent, and always in your best interest. We focus on your bottom line, not ours. Our commitment to fiduciary responsibility means that we offer unbiased, expert advice designed to secure your financial future. Schedule a no-obligation meeting today to experience the difference.

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What Our Clients Are Saying

Great Lakes Benefits & Wealth Management embodies the perfect blend of professional expertise and hometown warmth. Their team went above and beyond to ensure my tax planning was both efficient and personalized to my situation. I can’t recommend them enough!

Brian K. Elyria

Booking an appointment with Great Lakes was the best decision I made for my financial future. Their team provided a tailored approach to my asset protection needs, ensuring every detail was addressed. It’s rare to find such dedicated service these days.

Sarah T. Madeira Beach

From the moment I walked into their office, I felt like more than just a client. The attention to detail they put into my financial plan was astounding. It’s evident they truly care about the well-being of the folks in our community.

Mike L. Sandusky

I’ve worked with several financial planners over the years, but the team at Great Lakes truly stands out. Their in-depth knowledge of retirement planning combined with their genuine hometown touch makes me feel both secure and valued. It’s clear they prioritize personalized service.

Jane D. Elyria

Sandusky Office

1325 Hull Road,

Sandusky, OH 44870

(419) 626-3900

Elyria Office

347 Midway Blvd #109,

Elyria, OH 44035

(440) 934-3141

Medeira Beach Office

150 153rd Ave, Unit 302

Madeira Beach, FL 33708

(727) 455-9388

Great Lakes Benefits Inc. is a Financial Advisory firm. Investment Advisory Services are offered by Great Lakes Benefits & Wealth Management, an OH Registered Investment Advisor.

© Great Lakes Benefits Inc. ALL RIGHTS RESERVED. 2024.