Command Your Financial Future

Maximize income, protect assets, and secure your legacy.

Worried About Outliving Your Retirement Savings?

Every financial decision is an opportunity to secure a comfortable future for you and your loved ones. Many retirees lose significant savings due to poorly planned rollovers and tax inefficiencies. Let us help you avoid these pitfalls. Every day without a solid financial plan is a missed opportunity to secure your future. Stop risking your hard-earned savings.

Retirement Planning Our Team Understand Market Volatility IRA & 401K Rollover

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Navigate Your Financial Future with Confidence

We help retirees and pre-retirees maximize retirement income, protect assets, and plan estates with expert financial guidance.

Our Services

Plan for a Secure and Comfortable Retirement

Whether you’re looking to maximize your retirement income, manage your assets, or plan for healthcare expenses, we provide expert guidance tailored to your unique needs.

Optimize Your Tax Strategy for Maximum Savings

Our tax planning services focus on developing strategies that minimize your tax burden and maximize your savings, helping you keep more of your hard-earned money.

Safeguard Your Wealth for Future Generations

Our asset protection services are designed to shield your wealth from potential risks and ensure it is preserved for you and your heirs.

We offer CPA-prepared tax returns for just $90, ensuring that your financial advisor and CPA collaborate for a cohesive financial strategy. Our service provides integrated financial planning that combines tax optimization with overall financial growth, always prioritizing your best interests. If you value a comprehensive approach to your finances that bridges the gap between tax efficiency and financial success, our tailored service is the perfect fit for you.

Optimize My Taxes

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.

Recent News

April 15, 2025

Portfolio Risk Management Strategies That Actually Work

There’s a story I often tell clients when we’re reviewing their portfolios. It’s not dramatic or groundbreaking but it lands. A few years back, a client let’s call him Jim told me he was losing sleep over the market. His portfolio was doing fine on pap…

April 1, 2025

What Your Tax Return Can Tell You If You Know Where to Look

Most folks have filed their taxes by now. If you’re a business owner, though, you know the truth tax season doesn’t really end. It just changes shape. And if you filed an extension, October will be here before you know it. This time of year is perfect for …

March 15, 2025

Navigating Market Volatility in 2025: A Guide for Retirees

Market volatility is an inevitable part of investing, influenced by economic trends, global events, and shifting investor sentiment. While the ups and downs can feel unsettling, especially for retirees and those nearing retirement, a disciplined approach can h…

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

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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. owns this website and provides SEC-registered investment advisory services. Registration does not imply SEC endorsement. This site offers general information, not personalized advice. Opinions are current as of posting and may change. Accuracy or timeliness of the content is not guaranteed. Past performance is not a predictor of future results. Consult your own legal or tax advisors before making decisions. Investing involves risks, including potential loss. No strategy ensures profit or prevents loss.

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