BBB Torch Awards 2026 Winner
Great Lakes Benefits & Wealth Management has been named the BBB Torch Award 2026 for Ethics winner for the Eastern Counties. The award was announced this month by the Better Business Bureau Northwest Ohio & Southeast Michigan, Inc. and the BBB Community Partnership Foundation.
BBB Torch Awards 2026 Finalist
The Torch Awards are presented by the Better Business Bureau Northwest Ohio & Southeast Michigan, Inc. and the BBB Community Partnership Foundation. They recognize businesses and organizations that lead with trust, integrity and ethics. Finalists are selected for their commitment to their employees, their customers and their communities.
Building Generational Wealth
A strong financial plan doesn't stop with you. It considers the people who come after you, what they inherit, what they owe in taxes, and whether your legacy lands the way you intended. This article explores what building generational wealth really means and how we help families plan for it.
Thank You for Nominating Our Team for Best Financial Planner
Being nominated for Best Financial Planner by the Sandusky Register Readers' Choice Awards is an honor we don't take lightly. It is a reflection of the trust our clients place in us every day, and we are grateful for every one of them.
What to Expect When You Work With Great Lakes Benefits & Wealth Management
Most people don't reach out to a financial planner because they're not sure what happens next. This article walks you through every step of our process, from your complimentary first meeting through retirement planning, wealth management, and ongoing support.
Financial Planning Accounts Everyone Should Have
Not all accounts are created equal, and the ones you have, or don't have, make a real difference in how your retirement comes together. This article breaks down the essential accounts that belong in a solid financial plan and why each one matters for your long-term financial picture.