Business Details
25 Years
experience
Your Trusted Financial Partner for Retirement & Wealth Management
At Great Lakes Benefits & Wealth Management, we have dedicated ourselves to empowering retirees and pre-retirees through personalized financial guidance since 2001. Our team includes CERTIFIED FINANCIAL PLANNER (CFP) professionals who adhere to rigorous ethical and educational standards, ensuring a holistic approach to financial well-being. We prioritize fiduciary responsibility, placing clients' interests above all else while delivering tailored strategies for retirement, tax planning, asset protection, and more.With over two decades of experience, we combine advanced financial expertise with transparent communication, focusing on sustainable income generation, risk management, and long-term wealth preservation. Our commitment to continuous learning and adaptive financial modeling enables us to navigate evolving market conditions while maintaining unwavering dedication to client satisfaction and regulatory compliance.
Services
Retirement Planning
Income Planning
Tax Planning
Asset Protection
Estate Planning
Life Insurance
Long Term Care
IRA Rollovers
Details
- Year established: 2001
Highlights and features
- We provide CFP professionals with over 29 years of industry experience
- Our fiduciary responsibility ensures unbiased, client-first advice
- We offer CPA-prepared tax returns for integrated financial planning
- We combine SEC-registered investment advisory services with local expertise
- Our tailored strategies address retirement, tax, and estate planning needs
What people say
Personalized financial strategies
Seamless IRA rollover process
Expertise in retirement planning
CPA-prepared tax advantages
Comprehensive life insurance guidance
Services
Retirement Planning
Our retirement planning service creates comprehensive strategies for pre-retirees and retirees. We analyze income sources, tax implications, and risk management through certified financial planning. Our approach integrates estate considerations and market volatility assessments to ensure sustainable income streams while addressing healthcare needs and longevity risks.
Tax Planning
This service develops tax-efficient strategies that minimize liabilities through legal deductions and credits. We implement tax-loss harvesting techniques and capital gains optimization while coordinating with CPA-prepared returns. Our specialists address retirement account conversions and timing strategies to maximize after-tax income for current and future needs.
Asset Protection
Asset protection services employ diversified investment approaches combined with insurance products. We focus on market risk mitigation through annuities and strategic allocation while maintaining liquidity. Our planners address creditor protection and legacy preservation through structured financial vehicles tailored to individual risk profiles.
Estate Planning
This service establishes legal frameworks for asset distribution while minimizing tax implications. We coordinate wills, trusts, and power of attorney documents to ensure wishes are honored. Our planners address healthcare directives and beneficiary designations while incorporating life insurance strategies for smooth intergenerational wealth transfer.
CPA Prepared Tax Returns
Our CPA-prepared tax returns service provides accurate filings for individuals and small businesses. Professionals coordinate with financial planners to ensure strategic alignment between returns and long-term plans. This integrated approach optimizes deductions while maintaining compliance with IRS regulations for rental properties and self-employed individuals.
People
Wayne K Maslyk Jr.
President & CEO
With 29 years of experience, Wayne founded Great Lakes in 2001 as a CFP professional specializing in holistic retirement strategies. He integrates tax optimization and estate planning while maintaining fiduciary responsibility in all client engagements.
Andrew Brewer
Financial Planner
Andrew specializes in retirement planning and debt management with Series 65 designation. He focuses on young professionals while pursuing CFP certification to enhance technical expertise in comprehensive financial strategies.
Kristin Moffett
Executive Assistant
With 16 years of service, Kristin manages operations and client compliance. She holds Life & Health Insurance licenses and serves as Ohio notary public, ensuring seamless back-office support for financial advisory services.
Alicia Biddlecombe
Director of First Impressions
Alicia coordinates client intake procedures and office management. She maintains client files and communication channels while ensuring welcoming environments across all three Ohio and Florida office locations since joining in 2020.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, tax optimization, and risk management tailored to individual needs and goals.
Do you offer tax preparation services?
Yes, we offer CPA-prepared tax returns for individuals, rentals, and small businesses at a special rate for financial planning clients.
Are your advisors fiduciaries?
All our advisors operate under fiduciary responsibility, prioritizing client interests through SEC-registered investment advisory services.
What areas do you serve?
We serve clients in Elyria, Sandusky (Ohio), and Madeira Beach (Florida) through three regional office locations.
What certifications do your planners hold?
Our team includes CERTIFIED FINANCIAL PLANNER professionals and licensed insurance specialists with ongoing industry designations.
Videos