Great Lakes Wealth Planning LLC

Great Lakes Wealth Planning LLC is a financial planner in Clinton Township, MI. The firm provides a variety of investment and planning services, including wealth building, retirement planning, legacy planning, and tax exposure minimization. They serve a diverse clientele, including small business owners, foundation chairs, and individuals looking to save for college or invest in vacation homes. The firm maintains a 5.00 rating.

The team at Great Lakes Wealth Planning LLC utilizes over 70 years of combined experience to translate complex financial data into actionable plans. Following a fiduciary standard, the advisors focus on making technical information understandable and manageable for their clients. Their services extend to specialized business needs, such as managing business liabilities, key-person insurance, business continuity planning, and the development of 401k and profit-sharing plans.

The office is located on Harper Ave in Clinton Township, situated near Shook Road and Klix School. The location is a short drive from the Ford Freeway and Metropolitan Parkway.

The firm is recognized for its approachable and innovative approach to financial management. With a CFP-led team of planners, Great Lakes Wealth Planning LLC is known for its ability to break down sophisticated market knowledge into coherent steps that help clients pursue their specific visions of financial well-being.

Great Lakes Wealth Planning LLC provides dependable, personalized financial strategies for the residents and business owners of Clinton Township.