Plan Design 

Each company is unique in many ways and therefore has different needs.  During our initial assessment we will discuss which features are most important to your plan and how they all fit together with the goal of ensuring that your plan is designed to achieve your company's specific need.

We work with multiple plan providers and third-party administrators which we believe helps to ensure that we put together the best solution for you.  This also helps us stay up to date with the latest technology and platform advancements in the industry.

Client Service Model

We pride ourselves on our client service model and do our absolute best to make sure that our clients always feel important and appreciated.  We are very front facing in our approach and always look to build a relationship built on trust and communication.

We offer educational workshops to company participants on various topics including; retirement planning, healthcare and social security.  In addition we always make ourselves available to meet with executives and participants to discuss their individual financial goals.

Type of Plans 

We provide services for the following types of retirement plans:

-  Corporate and Small Business 401(k) plans

-  Cash Balance Plans

-  SEP IRAs

-  SIMPLE IRAs

-  Health Savings Accounts (HSA)

Check the background of your financial professional on FINRA's BrokerCheck.

Securities and investment advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.

Great Lakes 401k is registered to do business in CO, FL, GA, IL, IN, MI, NV, PA and TX.

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings shoudl not construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.