Retirement & Estate Planning
Great Lakes Benefits and Wealth Management is a financial planning firm owned and operated by CERTIFIED FINANCIAL PLANNER™ Wayne K. Maslyk, Jr.
Great Lakes Benefits and Wealth Management assists individuals with retirement and estate planning by making sure they are aware of the latest and most pertinent tax, investment, and insurance strategies.
This approach assures clients that they (and their families) will get the most out of their estate, investing both for comfortable retirement living and for passing an inheritance to their loved-ones.
Tax Preparation Services
In addition to retirement and estate-planning services, Great Lakes Benefits & Wealth Management offers tax preparation services to retirees over the age of 62 who normally owe tax. Our CPA-prepared tax returns typically cost $89.95. Not only do we offer a highly competitive rate, we also help clients become proactive in lowering their taxes.
Choosing a CFP® Professional
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make.
CFP Board takes seriously its obligation to enforce those standards and has established disciplinary procedures that provide a rigorous and fair process for investigating questionable matters and imposing discipline where appropriate. This video presentation provides an overview of CFP Boards ethical standards and disciplinary procedures. To Learn more visit the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. at www.cfp.net.