Terms & Conditions

Please read the following terms and conditions (“Terms and Conditions”) carefully before using this Web site (“Site”). You should review these terms and conditions regularly, as they may change at any time at our sole discretion.

GREAT LAKES BENEFITS, INC. is an SEC-registered investment advisor. We comply with current registration and/or notice filing requirements imposed by the states in which we maintain clients. We may only transact business in states where we are registered or qualify for an exemption. View a copy of our Form ADV Part 2A, detailing our business operations, services, and fees.

This Site is published in the United States for residents of the United States. We are not soliciting business in international or state jurisdictions where we are not registered. Nothing on our Site should be construed as a solicitation, offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. We do not render or offer to render personal investment advice or financial planning advice through this Site. Our specific advice is given only within the context of our contractual agreements with each client. This Site is limited to the dissemination of general information pertaining to our investment advisory and financial planning services. Advice may only be rendered after delivery of Form ADV Part 2A, the execution of an investment management agreement, and/or financial planning agreement by the client and the advisor.

Our Site is provided to you without charge as a convenience and for your information only. By merely providing access to our Site content, we do not warrant or represent that:

We do not assume any liability for these matters. In other words, you use our Site at your own risk. Under no circumstances, including but not limited to negligence, shall we be liable for any direct or indirect, special, incidental, or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this Site, even if one of our representatives has been advised of the possibility of your damages. Some jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages. In such jurisdictions, our liability is limited to the greatest extent permitted by law.


Should you leave this website via a link contained herein, such as the Client Portal, and view content that is not provided by GREAT LAKES BENEFITS, INC., you do so at your own risk. The content to which you link will not have been developed, checked for accuracy, or otherwise reviewed by us. We are not responsible for damages or losses caused by any delays, defects, or omissions that may exist in the services, information, or other content provided on such websites, whether actual, alleged, consequential, or punitive. We make no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality, or timeliness of any electronic content.

Third-Party Content

We are in no way responsible for the content of any website owned by a third party that may be linked to our website via hyperlink, whether such hyperlink is provided by us or by a third party.

Blog Content

Blog content is developed from sources believed to be providing accurate information; however, its accuracy, completeness, or timeliness cannot be guaranteed. The information in blog material is not intended as tax or legal advice and may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Past performance is no indication of future results. Investments involve risk, including the possible loss of the principal amount invested.

All Web pages are the intellectual property of GREAT LAKES BENEFITS, INC. and are protected by copyright laws. All copyrights for our Web presence are owned by GREAT LAKES BENEFITS, INC. with all rights reserved.

Privacy Policy

We protect the privacy of our clients. View our privacy policy.

If you have any questions or concerns about our Terms. & Conditions, please contact us at:

Phone: 419-626-3900
Fax: 419-626-0900

This page was last updated on 5/01/2024.

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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