Are you on track for building the financial wealth you need to live the life of your dreams? Take the free assessment today! We combine a heart-felt boutique experience with cutting-edge technology and access to the best investment products so you receive support that fits you now and allows you to grow into more in the future, all while avoiding costly mistakes that you may make if you were investing on your own (or not investing at all!).
As fiduciary fee-only financial planners, we are compensated only by the fees we charge, not the products we sell. That means every plan and option we present to you is provided to further your goals and priorities and yours alone. After diligently considering your long and short-term objectives, risk tolerance and protection needs, we then build tailor-made strategies with specific financial planning steps to help fulfill your goals.
As fiduciary fee-only financial planners, we are compensated only by the fees we charge, not the products we sell. That means every plan and option we present to you is provided to further your goals and priorities and yours alone. After diligently considering your long and short-term objectives, risk tolerance and protection needs, we then build tailor-made strategies with specific financial planning steps to help fulfill your goals.
Services
We'll help you plan for your future so you'll have the confidence and security to live the life of your dreams. At Great Lakes Investment Management, we listen to what's important to you and help you create a comprehensive financial plan that allows you to make meaningful progress toward your goals at a pace that's comfortable to you.
Custom-created financial plans and personalized support for all your money goals that dial up the returns and dial down the uncertainty. To be secure in your financial future and accomplish the goals you've set for yourself, you're looking for much more than just investment advice.
A financial planner is able to hear your goals, look at your current financial picture, and create a comprehensive financial plan that guides you past mistakes and hiccups that could cost you time and money.Working with a financial fiduciary who can escort you through the steps and help you invest your money responsibly will allow you to be secure in your financial life - now and in the future.
A financial planner is able to hear your goals, look at your current financial picture, and create a comprehensive financial plan that guides you past mistakes and hiccups that could cost you time and money.Working with a financial fiduciary who can escort you through the steps and help you invest your money responsibly will allow you to be secure in your financial life - now and in the future.
Comprehensive wealth management and financial planning with no minimum investment threshold - because you've got big plans and want to start making progress now. At Great Lakes Investment Management, you won't find a minimum investment. Simply stated: Your goals and what you can accomplish with your money shouldn't be dictated by an arbitrary number that you're able to invest.
Locally or across the country, a conversation with us is the first step in taking control of your financial world! Great Lakes Investment Management, LLC, may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Great Lakes Investment Management, LLC, is currently registered in Ohio, California and Texas.
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