Why Working with a CFP® at Great Lakes Benefits and Wealth Management is a No-Brainer
What is a CFP® and Why Should You Care?
A Certified Financial Planner (CFP®) isn’t just another financial advisor. It’s a prestigious designation that means the planner has met high standards in education, ethics, and experience. CFPs are trained across retirement planning, tax strategies, estate planning, investment management, and insurance, making them experts in looking at the big picture of your financial life. You’re not just getting advice on one part of your finances. You’re getting a plan that brings together every piece of your financial puzzle.
The CFP® Difference: Why This Certification is a Big Deal
1. Training That Goes Deep, Really Deep
CFPs don’t just pass a basic test. They complete 270+ hours of rigorous coursework and pass a 6-hour exam. And before they even get certified, they need at least 4,000 hours of real-world experience. You’re working with someone who understands your finances from every angle—investments, taxes, retirement—you name it.
2. Experience That’s More Than Just Textbook Knowledge
To become a CFP, real-world experience is a must. They’ve handled complicated financial situations, so when challenges come up, your CFP already knows the ropes. You get practical advice that’s been tested in real life, not just theory. Your financial plan will work because it’s based on what’s worked for others.
Why Fiduciary = Peace of Mind
A CFP is a fiduciary, meaning they are legally required to act in your best interest. Compare this to other advisors who might be swayed by commissions. A CFP only wins when you win. You can relax knowing that every piece of advice is for your benefit, not for someone else’s commission check.
Who’s On Your Side at Great Lakes Benefits and Wealth Management?
At Great Lakes Benefits and Wealth Management, you’re getting more than just one set of expert eyes. We have a CFP® on staff and another team member in training to become a CFP.
- Our Certified Financial Planner: The CFP on staff is ready to give you custom, expert strategies—whether you’re planning for retirement or figuring out tax strategies.
- CFP in Training: Another team member is gaining experience, getting ready to add even more firepower to our financial advice.
You’ve got a team in your corner—one already certified, another about to be—both working to keep your financial future secure.
Why We’re Different: Here’s What You’re Getting with Us
1. More Than Just Investment Advice
Most advisors focus on investments and call it a day. We go deeper—retirement planning, tax strategies, estate planning, insurance—the whole financial picture. Your entire financial plan is covered, not just one slice. We make sure everything works together, so nothing gets missed.
2. No Commissions, No Nonsense
We’re fiduciaries, which means our advice is 100% focused on your best interest, not on what gets us paid more. And our fee structure is transparent—no surprises. You’ll never have to wonder if we’re pushing products for a bigger paycheck. Our only goal is to get you to your financial goals, plain and simple.
Here’s What You’ll Walk Away With
- Retirement Planning: A clear, personalized roadmap so you can retire when and how you want. You can look forward to retirement knowing that every detail has been planned out, so you can enjoy life without financial stress.
- Investment Management: A custom-built portfolio designed to grow your wealth based on your goals and risk tolerance. A tailored investment strategy that’s working hard for you, helping you grow your wealth while staying aligned with your risk level.
- Tax Strategies: We’ll help you keep more of your money by minimizing your tax liability. You save on taxes now and down the road, ensuring you keep more of what you earn.
- Estate Planning: We protect your assets and make sure your wishes are followed, giving you control over your legacy. You’ll know your family and loved ones are taken care of, and your assets are passed on exactly how you want.
Why Working with a CFP® is the Smart Move
According to a 2020 CFP Board Study, 80% of clients working with CFPs feel confident about their financial future. That’s because CFPs create holistic financial plans that cover every aspect of your finances—not just one part. You get a well-rounded plan that takes care of every detail, so you can feel confident about reaching your financial goals.
Great Lakes Benefits and Wealth Management: We’re Right Where You Need Us
We’ve got three offices to serve you:
We’re local, but we work with clients everywhere. Whether you’re planning for retirement, managing investments, or figuring out taxes, we’ve got the expertise to help. You’ll get personalized service with the flexibility of working with us no matter where you’re based.
The Bottom Line: We’re Here to Make Your Financial Life Easier
At Great Lakes Benefits and Wealth Management, we’re dedicated to putting you first. With a Certified Financial Planner (CFP®) on staff and another in training, you’re in capable hands. Our mission is to help you achieve your financial goals with expert, personalized advice—always with your best interest in mind. Let’s get started on your financial future. Schedule your consultation at one of our offices in Sandusky, Elyria, or Madeira Beach today. We’ll help you build a plan that works for you.
