OUR SERVICES
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.
