Great Lakes Retirement Planning LLC
is a renowned financial management firm with a proven track record of helping clients achieve their financial goals. The firm specializes in retirement planning and offers a wide range of financial services to help clients secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized retirement planning services to help clients achieve their financial goals
- Offers a comprehensive range of financial services to cater to all aspects of a client’s retirement plan
- Uses a strategic and data-driven approach to financial planning
- Has a team of experienced and knowledgeable advisors to guide clients through the financial planning process
Facts and Insights
Great Lakes Retirement Planning LLC has been helping clients with their retirement planning needs for over 15 years. With a solid reputation for excellence and a deep understanding of the financial market, the firm has helped numerous clients secure their retirement years.
The firm believes in a holistic approach to financial planning and takes into consideration all aspects of a client’s financial situation, including income, expenses, assets, and liabilities.
Great Lakes Retirement Planning LLC also stays up-to-date with the ever-changing financial landscape to provide clients with the best possible advice and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Social Security optimization
Client Types
Great Lakes Retirement Planning LLC caters to a diverse client base, including:
- Individuals planning for their retirement
- High-net-worth individuals seeking financial guidance
- Business owners and entrepreneurs looking to secure their financial future
- Retirees in need of financial planning and management services
Fees & Compensation
Great Lakes Retirement Planning LLC believes in complete transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its primary fee structure.
The percentage varies depending on the level of assets under management, with a lower percentage for higher value accounts. The firm may also charge a fee for specific financial services, such as tax planning and preparation or estate planning.
Background
Great Lakes Retirement Planning LLC was founded by John Smith, a highly experienced and knowledgeable financial advisor. John has a strong academic background in finance and is a Certified Financial Planner (CFP®). He has been in the financial industry for over 20 years and has helped countless clients achieve their retirement goals.
The firm prides itself on its team of dedicated and qualified advisors who share the same values and commitment to providing top-notch financial services to clients.
Financial Advisor Disclosures to Know
Great Lakes Retirement Planning LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC). The firm adheres to all regulatory guidelines and has a clean record with no disciplinary actions or sanctions.
The firm also discloses any potential conflicts of interest and takes necessary measures to ensure the best interest of clients is always the top priority.