Broker Check

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.

more about our firm
our services

our services

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

more about our services
our approach

our approach

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

more about our approach


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


A collection of handpicked articles.


Calculate elaborate financial decisions with total calculation.


Even more videos to enjoy.


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

Ready to Contact Us?

Thank you!