Great Lakes Benefits offers a full range of financial products and services that are essential for navigating a successful financial future.

Our relationship begin by reviewing your current situation and establishing your personal financial goals. Every person is unique. Everyone's situation is different. You need to consider your family.

The key issues are retirement, estate planning, funding a college education and your health. You need to protect your family's future and you need to provide the funding they need to secure that future. Once these issues are identified and your goals are set, we will help you develop a game plan to reach these goals, coordinating the appropriate financial products to your needs.

Our associates are qualified and experienced in helping clients develop personal strategies for retirement, funding a college education and providing for long-term healthcare. Regardless of your need,
Great Lakes Benefits and Wealth Management, Inc. offers strategies, products and services that will work for your family and make them secure.

Brokerage Services
Asset Manager
Financial Profiles



Mutual Funds
Variable and Fixed Annuities
Advisory (Managed Accounts)
Retirement Planning
Traditional, Simple and Roth IRAs
IRA Rollovers
Education Funding

Traditional Life Insurance
Variable Life Insurance
Term Life Insurance
Disability Insurance
Income Replacement
Health Insurance
Long Term Care Insurance
Estate Planning
Tax Planning
Charitable Planning

 *Securities offered by US Allianz Securities
  5701 Golden Hills Drive Minneapolis, MN 55416-1297
  Member NASD, SIPC, MSRB
  Registered Investment Advisor

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