Business Details
Your Trusted Financial Advisers in Midland, MI
Great Lakes Investment Advisors is a team of qualified financial professionals dedicated to helping individuals and families achieve their ideal retirements. Founded on principles of integrity and transparency, we assess each client's unique financial situation to provide tailored recommendations focused on long-term security. Our expertise spans retirement income strategies, pension management, and legacy planning, supported by decades of combined experience in investment analysis and portfolio management.We prioritize client education through informational seminars and personalized consultations, ensuring informed decision-making. As active members of the Midland community, we also emphasize charitable giving and local engagement, reflecting our commitment to both financial excellence and social responsibility.
Services
Income Planning
Retirement Strategies
Pension Management
Legacy Planning
Investment Advisory
Highlights and features
- We offer personalized financial empowerment plans tailored to individual retirement goals
- Our team includes CFA charterholders with decades of investment management experience
- We provide complimentary educational seminars on retirement income strategies
- Our client-centric process includes stress-testing current financial positions
- We maintain transparency with no hidden fees or obligations
Services
Income Planning
Our income planning service helps clients create sustainable retirement income streams through strategic asset allocation and tax-efficient withdrawal strategies. We analyze current financial positions to develop personalized plans that balance growth potential with risk management. Our approach considers pension options, Social Security optimization, and long-term care needs to ensure financial security throughout retirement.
Pension Management
Pension management services focus on maximizing retirement benefits while minimizing tax liabilities. We help clients evaluate pension payout options, coordinate with other retirement accounts, and implement strategies to preserve wealth for beneficiaries. Our team provides detailed analysis of pension plan features and their impact on overall financial security.
Investment Advisory
Our investment advisory service offers customized portfolio solutions based on individual risk tolerance and financial goals. We utilize diversified investment strategies across asset classes, with ongoing monitoring and rebalancing to maintain alignment with client objectives. The service includes access to institutional-grade investment products and regular performance reviews.
Legacy Planning
Legacy planning services help clients create comprehensive strategies for wealth transfer to future generations. We coordinate with legal professionals to establish trusts, develop charitable giving plans, and implement tax-efficient gifting strategies. Our approach ensures clients' wishes are preserved while minimizing estate tax implications.
Retirement Seminars
Complimentary retirement seminars provide educational opportunities on key financial topics including tax strategies, investment risk management, and healthcare planning. These events feature expert speakers and interactive sessions designed to empower attendees with practical knowledge for retirement decision-making.
People
Jason Cryderman
President
Jason Cryderman, president and co-founder, has over 20 years of financial advisory experience. He specializes in retirement income strategies and holds Series 65 securities licensing. A Michigan State University graduate, he actively supports local charities and community initiatives.
Amy Cryderman
Director of New Business & Service
Amy Cryderman leads client service operations with a focus on implementation excellence. Her background in nursing and education informs her client-centered approach to financial planning and service delivery.
Suzette Mousseau
Director of Operations and Marketing
Suzette Mousseau brings decades of administrative leadership to our operations. With a sociology degree and California roots, she connects families with financial solutions through community engagement and strategic event programming.
Michelle Verhelle
Director of Family Relations
Michelle Verhelle combines paralegal expertise with customer service excellence. Her background in estate planning and escrow services enhances our family-focused financial advisory approach.
Diezel
Office Greeter
Diezel, our 3-year-old silver labrador, brings joy to clients as our official office greeter. His friendly presence creates a welcoming environment for all visitors.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning including income strategies, pension management, legacy planning, and tax-efficient withdrawal approaches tailored to individual financial goals.
Are your financial advisors certified professionals?
Yes, our team includes CFA charterholders and licensed investment advisors with decades of combined experience in financial planning and portfolio management.
Do you offer educational resources for retirement planning?
We provide complimentary retirement seminars covering tax strategies, investment risk management, and healthcare planning through regular community events.
How do you approach investment management?
We create customized portfolios based on individual risk tolerance, using diversified strategies across asset classes with ongoing monitoring and rebalancing.
What areas do you serve?
We primarily serve Midland, Sanford, Clare, and Auburn Hills areas, with a focus on Michigan residents seeking retirement planning expertise.
How can I schedule a consultation?
Contact us via phone at (989) 835-7203 or through our website to schedule a complimentary consultation with our financial planning team.
Videos
