A complete list of active advisors currently associated with Great Lakes Retirement Planning LLC

Warmer can help you find a great advisor at Great Lakes Retirement Planning LLC or one who fits your needs even better.

Great Lakes Retirement Planning serves individual investors (including high‑net‑worth clients), small businesses, foundations, and non‑profits with discretionary portfolio management and fee‑based financial planning across IRAs, taxable accounts, 401(k) and SIMPLE IRA plans, and 529 college savings accounts. The firm also provides retirement plan services and can act as an ERISA plan fiduciary while coordinating plan administration through third‑party administrators and custodians. The firm’s investment approach is based on Modern Portfolio Theory and a long‑term buy‑and‑hold philosophy, using portfolio‑level software to construct asset‑class portfolios and to trade and rebalance groups of client accounts together on a regular schedule. Taxable accounts may be managed with a tax‑loss harvesting strategy, monthly portfolio monitoring, and quarterly rebalancing for qualified accounts. Noteworthy features disclosed in the brochure include the principal’s status as a licensed insurance agent who may offer commissionable insurance products and fixed annuities, a potential conflict the firm documents for clients. The firm also provides educational seminars for employees and clients and routinely works with other financial professionals — including real estate agents, attorneys, and accountants — for estate, business exit, and transaction planning, with third‑party fees negotiated separately.

To learn more about the advisors currently working at Great Lakes Retirement Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.