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Solutions
For Every Need 

Setting You Up for a Successful Retirement
Experienced Guidance for a
Secure Financial Future

At Great Lakes Wealth Advisors, our focus is on helping you feel confident, secure, and at ease regarding your retirement years. Our comprehensive financial services are designed to give you that confidence, and allow you to live out your vision of retirement in comfort.

Solutions For Every Need
Retirement Income Generation

Many people think retirement income is just about drawing down your savings accounts, but it’s so much more complex than that. If you want to feel truly secure in your retirement finances, it’s essential to have multiple revenue streams supporting you. Great Lakes Wealth Advisors can help you establish those income sources before you retire, and consult with you on how to best utilize them throughout your retirement years.

Solutions For Every Need
Retirement Income Style Awareness

Using Retirement Income Style Awareness (RISA®), we identify your preferences for generating retirement income, whether through market-based strategies or guaranteed income solutions. This personalized approach aligns your retirement plan with your comfort level and goals, helping you achieve the retirement you’ve envisioned.

Solutions For Every Need
Investment Positioning

A successful, secure retirement begins years before that last day of work. We help our clients in those preceding years by positioning your investments to provide you with additional income generation after you retire. By putting your investments to work for you, you can worry less about emptying your savings accounts, and focus more on enjoying your retirement years.

Solutions For Every Need
Social Security Claiming Strategies

Social Security is a standard source of revenue for most retirees, but when you begin claiming those payments can have a big impact on your financial outlook. Taking it at the right time will help you to better manage your taxes and cash flow so that you get the most out of this benefit. We’ll consult with you to determine what that timing looks like for you, and take the guesswork out of claiming your Social Security income.

I have a lot of questions and I'm not sure where to Start. Is that normal?

Yes. Many people feel this way as they approach retirement.
Retirement often involves decisions people have not faced before. Feeling unsure is common. My role is to help organize questions, explain available options, and support informed decision-making so you can move forward with greater clarity.

What is your main focus when working with clients?

My primary focus is retirement income planning.
This work centers on helping clients evaluate how savings, Social Security, and other resources may work together to support retirement spending over time. The emphasis is on planning and coordination rather than isolated decisions.

Is retirement income planning just about choosing products?

No. Retirement income planning generally begins with understanding goals and priorities before considering specific solutions.
Products or strategies may be part of a plan, but they are evaluated only after the broader planning considerations are discussed. The goal is to align decisions with individual preferences and circumstances rather than reacting to short-term conditions.

can you help me understand if i'm actually ready to retire?

Yes. Assessing retirement readiness is a common part of the planning process.
This typically includes reviewing income sources, expected expenses, timing considerations, and potential tradeoffs. The intent is to help clients better understand their situation and the range of possible outcomes, rather than to predict a specific result.

How do you determine how much income i can expect in retirement?

Retirement income projections are based on planning assumptions and analysis rather than simple formulas.
Considerations may include available assets, Social Security options, risk tolerance, and how income needs could change over time. Projections are used as planning tools and may change as circumstances and assumptions change.

how long will my money last in retirement?

This question is at the heart of retirement income planning.
Rather than relying on general withdrawal rules, planning often looks at income sources, market variability, taxes, and the ability to adjust over time. No plan can eliminate uncertainty, but planning can help evaluate and manage it.

When should i start planning for retirement income?

Many people benefit from starting retirement income planning several years before retirement, often in their late 40s or 50s.
Starting earlier may allow for more flexibility when evaluating options around savings, risk, taxes, and Social Security. The appropriate timing varies based on individual circumstances.

can you help with social security decisions?

Yes. Social Security is commonly reviewed as part of a broader retirement income discussion.
Claiming decisions can affect how other assets are used over time. Social Security is typically evaluated alongside other income sources rather than in isolation.

what does working together typically look like?

Working together generally begins with a conversation focused on understanding your situation and concerns.
From there, the process may involve evaluating income needs, timing, and potential strategies before making any recommendations. The pace and scope of planning vary based on individual needs and preferences.

do i need a certain amount of money to work with you?

There isn’t a single number that determines whether working together makes sense.
What matters more is whether someone is facing meaningful retirement decisions and is seeking guidance. In some cases, it may be appropriate to suggest alternative resources or approaches.

how are you compensated for your services?

Compensation depends on the type of services provided and is discussed in advance.
Some planning relationships involve advisory fees, while certain recommendations or transactions may involve commissions. Compensation structure is explained so clients understand how recommendations are made and what costs may apply.

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The Services You Need
And Nothing You Don’t

At Great Lakes Wealth Advisors, we provide services tailored to your specific needs, offering only what you truly require. Our tiered service outline allows you to choose the level of engagement that best suits your goals, based on both time spent working together and the services you desire. We’re committed to giving you the support and guidance you want, without pressuring you into unnecessary services. As your needs evolve, you can easily adjust your level of service at any time.

Contact Great Lakes Wealth Advisors today to learn more about our services and how we can help you achieve your retirement goals.

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