How do I leave a legacy?

  • Simple things like proper account titling, power of attorney, trusts and wills are all things that must be in place if you are to truly avoid a drawn-out legal fiasco.

  • By having the proper estate strategy in place you can eliminate probate and make it easier for your family during their time of grieving. The last thing you should hope for is a legal obligation while your loved ones are mourning their loss.

  • Over the next few decades, $41 TRILLION IN WEALTH will be transferred to the next generation*.

*John Havens and Paul Schervish from the Center on Wealth and Philanthropy at Boston College

What should I do next?

More Commonly Asked Questions

To succeed in retirement, it is important to fully understand your current situation and work with a financial planning firm that will make sure your assets are properly invested and managed.

How much risk should I be taking during retirement?

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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How much am I paying my existing advisor?

You may be able to use time to your advantage when investing for wealth accumulation.

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Will I run out of money?

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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How do I leave a legacy?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How to avoid probate?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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How do I stop losing money in the market?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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How do I develop an income plan?

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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How do I know when to retire?

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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What should I do next?

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Can your portfolio handle the stress of retirement? - Free Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.



  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.