Financial Planning from the Great Lakes to the Gulf Coast.
Andrew L. Brewer, CFP®
Andrew specializes in retirement planning, tax strategy, income planning, life insurance and investment management. He takes a personal, unhurried approach meeting with clients to fully understand their situation before ever making a recommendation.
With five years of experience helping individuals and families take control of their financial future. A graduate of the University of Cincinnati with a Bachelor of Business Administration in Finance, Andrew brings both the education and the hands-on experience to guide clients through some of the most important financial decisions of their lives.
Andrew is based in Sandusky, Ohio and serves clients across Northern Ohio and the Madeira Beach area of Florida. Whether you are planning your retirement or already living it, Andrew is committed to being the advisor who is always in your corner.
401K ROLLOVER
Changing jobs or retiring? Your 401k deserves careful attention. Andrew L. Brewer, CFP® specializes in 401k rollover management for clients across Northern Ohio and Florida, helping you move your retirement assets safely, efficiently and in a way that keeps your financial future on track. Do not leave your hard earned savings to chance. Let Andrew walk you through every step of the process.
INCOME PLANNING
One of the biggest concerns heading into retirement is making sure your money lasts. Andrew L. Brewer, CFP® specializes in income planning for pre-retirees and retirees across Northern Ohio and the Florida Gulf Coast, helping clients create reliable income streams that support the lifestyle they worked decades to achieve. From Social Security timing to distribution strategies, Andrew helps you build a plan you can count on.
INVESTMENTS
Building and protecting wealth takes more than a good idea. It takes a plan. Andrew L. Brewer, CFP® works with clients in Erie County, Elyria and the greater Florida Gulf Coast to develop investment strategies tailored to their goals, timeline and risk tolerance. At Great Lakes Benefits and Wealth Management, we present every option so you can make empowered, informed decisions about your financial future.
RETIREMENT PLANNING
Retirement should be everything you worked for. Andrew L. Brewer, CFP® works with pre-retirees and retirees across Sandusky, Ohio and Madeira Beach, Florida to build personalized retirement plans that protect your assets, maximize your income and give you the confidence to enjoy the life you earned. Whether you are five years out or just getting started, your retirement plan begins with a conversation.
TAX STRATEGY
Smart financial planning includes smart tax planning. Andrew L. Brewer, CFP® helps clients across Sandusky, Ohio and Madeira Beach, Florida develop tax efficient strategies that protect more of what they earn and keep more of what they have saved. Working alongside trusted accounting professionals, Andrew ensures your tax strategy and your financial plan are always working together.
LIFE INSURANCE
Protecting your family is one of the most important financial decisions you will ever make. Andrew L. Brewer, CFP® works with clients across Erie County, Ohio and Madeira Beach, Florida to evaluate life insurance options that fit their specific needs and long term financial goals. At Great Lakes Benefits and Wealth Management, we take the time to understand your full picture before making any recommendation.
Schedule Your Discovery Session
