Empowering Students to Achieve Their Highest Potential
Our Commitment
At Great Lakes Benefits & Wealth Management, we believe everyone deserves a secure financial future. We are dedicated to guiding individuals and families in achieving their financial goals through personalized retirement planning, tax planning, and asset protection strategies.
Who We Are
Established by CERTIFIED FINANCIAL PLANNER Wayne K. Maslyk Jr., our team of experienced professionals has over 25 years of experience in the financial planning industry. We are a family-owned and operated business serving residents of Northern Ohio and Southwest Florida, offering a personalized and accessible approach to financial guidance.
Retirement Planning
We help you develop a customized plan to secure your future by:
- Building a diversified portfolio for long-term growth
- Managing your contributions and investments
- Implementing withdrawal strategies
- Maximizing your pension benefits
Tax Planning
Our experts minimize your tax burden and maximize your returns through:
- Comprehensive tax assessments and planning
- Strategies to reduce capital gains and income tax
- Retirement plan optimization
- Charitable deductions and credits
Asset Protection
We assist you in safeguarding your assets from unforeseen risks through:
- Comprehensive risk assessment
- Insurance review and recommendations
- Asset allocation and diversification strategies
Additional Services
- CPA-prepared tax returns for just $90
- Collaborative financial planning with your other professionals
- Regularly scheduled reviews and updates to ensure your plan remains relevant
Our Approach
We believe in a personalized and transparent approach to financial planning. We take the time to understand your unique needs, goals, and concerns to create a customized plan that aligns with your individual circumstances. Our commitment to fiduciary responsibility means we always put your interests first.
Our Values
- Integrity: We uphold the highest ethical standards and act with transparency in all our dealings.
- Client-Focusedness: Your success is our success. We are dedicated to providing personalized attention and building strong client relationships.
- Expertise: Our team stays updated with industry trends and regulations to offer you the most current and effective solutions.
- Community Involvement: We are proud to support and contribute to the communities we serve.
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