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 Services

Comprehensive Financial Services Tailored to Your Needs

From Retirement Planning to Tax Strategy: A Holistic Approach to Your Financial Well-Being

At Great Lakes Benefits & Wealth Management, we offer a suite of financial services designed to address every facet of your financial life. Our services include Retirement Planning, Tax Planning, Asset Protection, Income Planning, Estate Planning, IRA & 401K Rollover, Life Insurance, Long Term Care, and CPA Prepared Tax Returns. But we don’t just offer these services in isolation; we integrate them into a cohesive financial strategy tailored to your unique needs and goals. Whether you’re looking to secure a comfortable retirement, optimize your tax situation, or protect your assets for future generations, our team of experts works collaboratively to provide a well-rounded, holistic approach to your financial well-being. With our comprehensive services, you can rest assured that all aspects of your financial life are in capable hands.

Retirement Planning

Retirement is more than a financial goal; it’s a life goal that requires a well-rounded strategy. At Great Lakes Benefits & Wealth Management, we offer a comprehensive approach to retirement planning, ensuring that your financial preparations align seamlessly with your lifestyle aspirations.

Retirement planning is not just about accumulating wealth; it’s about creating a fulfilling and secure lifestyle for your golden years. At Great Lakes Benefits & Wealth Management, we understand that retirement is a significant life transition that requires careful planning and strategy. Our Retirement Planning services go beyond the basics of saving and investing; we help you identify your retirement goals, whether it’s traveling the world, spending quality time with family, or pursuing hobbies and passions.

To achieve these goals, we develop a comprehensive strategy that encompasses various financial aspects, including income planning, tax optimization, and risk management. We work collaboratively with you to create a personalized retirement plan that aligns with your unique needs and aspirations. From determining the right age to retire to choosing suitable investment vehicles, we guide you through every step of the retirement planning process, ensuring that you’re well-prepared for the life you envision.

Optimize Your Financial Efficiency

Tax Planning

Taxes can significantly impact your financial well-being. Our Tax Planning services aim to identify tax-efficient strategies that align with your overall financial plan.

Safeguard Your Financial Future

Asset Protection

Your assets are the building blocks of your financial stability. Our Asset Protection services focus on strategies to protect your wealth from potential risks and liabilities.

Ensure a Steady Cash Flow

Income Planning

A reliable income is crucial for a comfortable retirement. Our Income Planning services help you create a sustainable income stream that aligns with your retirement goals.

Preserve Your Legacy

Estate Planning

Estate planning is not just for the wealthy; it’s for everyone who wants to leave a legacy. Our Estate Planning services help you plan for the distribution of your assets in a way that reflects your wishes.

Simplify Your Retirement Savings

IRA & 401K Rollover

Managing multiple retirement accounts can be complicated. Our IRA & 401K Rollover services help you consolidate your accounts for easier management and better growth potential.

Protect What Matters Most

Life Insurance

Life insurance is about providing for the people you care about most. Our Life Insurance services help you choose the right policy to secure your family’s financial future.

Prepare for Life’s Uncertainties

Long Term Care

Long-term care can be a significant financial burden. Our Long Term Care services help you plan for potential care needs, ensuring you’re financially prepared for the future.

Exclusively for Current & Prospective Clients

$90 CPA Prepared Tax Returns

Filing taxes can be stressful and complicated. Our CPA Prepared Tax Returns service ensures that your tax filing is accurate, timely, and optimized for your financial situation.

What Our Clients Are Saying

I was initially drawn to Great Lakes for their retirement planning expertise, but I quickly discovered the breadth of their services. From tax planning to estate management, every aspect of my financial life has been meticulously catered to. Their holistic approach is truly commendable.

Ella R. Sandusky

Having recently transitioned jobs, I was in dire need of assistance with my IRA & 401K rollover. The team at Great Lakes not only made the process seamless but also educated me on long-term care and life insurance options. It’s a one-stop-shop for all financial needs!

Victor M. Madeira Beach

Asset protection was a foreign concept to me until I met the experts at Great Lakes. They took the time to explain the importance and intricacies of safeguarding my investments. Plus, their CPA prepared tax returns service is a game-changer. Comprehensive and client-focused!

Nina S. Elyria

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. is a Financial Advisory firm. Investment Advisory Services are offered by Great Lakes Benefits & Wealth Management, an OH Registered Investment Advisor.

© Great Lakes Benefits Inc. ALL RIGHTS RESERVED. 2024.