At Great Lakes Benefits & Wealth Management, we offer a wide variety of services to pre-retirees and retirees in the Sandusky and Elyria areas. Our team of professionals takes a hands-on approach, working together with you to craft and refine a custom plan that aligns with your broader lifestyle and financial goals.
$90 CPA PREPARED TAX RETURN
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase, or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.
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Once it’s 2021, we can celebrate and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year. In this guide, we’ll explore ways you could be affected by the changes to the tax law.
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Schedule a complimentary, no-pressure second opinion meeting today to learn how we can help get your financial house in order.