Welcome to Great Lakes Financial Services, a full-service company specializing in retirement planning and estate conservation.

Today's investment climate offers unprecedented opportunities. At Great Lakes Financial Services, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined road map for achieving those goals
  3. Ongoing advice to help adjust their road map when their needs change

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives. On our Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Great Lakes Financial Services, please contact us today.

July 06, 2008 @ 04:20 PM

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →