812 Ludington Street, Escanaba, MI 49829

906.786.5930
info@greatlakeswa.com
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We’ll Help You Navigate

We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future.

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Are you retirement ready?

It took years and hard work to accumulate your retirement savings. How do you generate income from it? 

  • Do you have enough saved to retire?
  • Which account do you spend from first?
  • How long will your money last?
  • When should you claim social security?

At Great Lakes Wealth Advisors, we serve as your source of support and help answer those questions and more. You will get....

  • Income needs and expense management - some years will require more income, other years less
  • Spend-Down Strategy - Knowing which account to spend from first is critical for longevity of assets and minimizing taxes
  • Optimal Social Security Claiming - How and when to claim your benefits and coordinated with your other assets


our firm

our firm

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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our services

our services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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our approach

our approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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RESOURCES 

Our goal is your success. Below are some resources to help you have a successful financial future.

ARTICLES

A collection of handpicked articles.

CALCULATORS

Calculate elaborate financial decisions with total calculation.

VIDEOS

Even more videos to enjoy.

PRESENTATIONS

Managing your money involves more than simply making and following a budget.

"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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