Great Lakes Financial Strategies

Great Lakes Financial Strategies

Fee Only Registered Investment Advisory Firm.

04/06/2024

Gorgeous State Park to help out!! There are many opportunities on April 27th to go outdoors and make a difference!

04/02/2024

I highly recommend you add this to your 2024 travel plans! Gorgeous location and an abundance of history!

No April Fools here...in one month from today we open for the 2024 season! Can't wait to see you all.

03/18/2024

Here is a little fun fact to start the week! ⬇️

01/02/2024

Welcome to 2024! 🎆

11/23/2023

From our family to yours! ❤️

07/26/2023

You just need to take the first step in order to live your best life!

How The New SAVE Plan Impacts Student Loan Planning 07/19/2023

If you are struggling with student loan debt, you may want to read this article. If I can be of help to you, absolutely reach out to me.

How The New SAVE Plan Impacts Student Loan Planning The New SAVE IDR plan, how it changes the student loan planning landscape, and what financial advisors can do to help clients with student loans.

05/10/2023

Stunning!

Good morning from our gorgeous Great Lakes!

This is our M/V Kaye E. Barker this morning at the Straits of Mackinac.

05/08/2023

One of the perks of being an advisor is working with couples. Communication about saving and spending habits along with consistent discussions about goals helps keep the relationship healthy. There are plenty of things that can make life complicated. Don’t let finances be one of them!
Enjoy today while planning for tomorrow!
For more information about how we can partner with you, go to www.greatlakesfs.com

S&P 500 falls ~0.8% for the week amid banking jitters, latest Fed policy decision (SP500) 05/05/2023

The end of the week update for you…

S&P 500 falls ~0.8% for the week amid banking jitters, latest Fed policy decision (SP500) The S&P 500 (SP500) on Friday fell 0.80% for the week to close at 4,136.25 points, posting losses in four out of five sessions

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Telephone

Address

PO Box 1683
Oshkosh, WI
54903

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