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

Make An Appointment

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

July 15, 2025

Mid-Year Financial Checkup: Realign Your Money Goals Before Year-End

Life moves fast. And if you’re like most people, your finances can easily drift off course without you noticing. That’s why a mid-year financial checkup is one of the smartest moves you can make. As a Certified Financial Planner®, I often tell my clie…

July 1, 2025

Spend, Save, or Enjoy? The Real Cost of Living the Life You Want

“Money is a terrible master but an excellent servant.” — P.T. Barnum Money’s a funny thing. You work hard to save it, and then what? You spend it and feel guilty. You don’t spend it and feel deprived. You help your kids, and it stresses your retireme…

May 15, 2025

Building Generational Wealth: A Long Game That Starts Today

Creating wealth that lasts beyond your lifetime isn’t just about making more money—it’s about being intentional with it. As a Certified Financial Planner, I’ve seen firsthand how families build legacies—or watch them unravel—based on the choices th…

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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