Welcome to Great Lakes Retirement Advisors, LLC

 

 

 

 

 

Great Lakes Retirement Advisors, LLC of Milwaukee focuses on working with employer-provided benefit plans.  We have the experience to assist your firms, legal counsel and accounting professionals in conducting a review of your retirement plan.  In addition, we can implement your plan, as well as custom-design your employee education programs to support your retirement plan.  We are also the creator and owner of the Retirement Clarity Formula™ which is used to create and implement strategies for retirement plans.  Simply check out the link to the right to learn more about the Formula's process.

We provide other services which can be found by clicking on the Firm's Mission to the right.

We hope you find the information on this site to be useful. 

Sincerely,

Todd J. Barden, CFP®, President

 
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

More Calculators →

Newsletters

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

Defend Your Retirement from Inflation

Over long periods, inflation can pose a significant threat to quality of life for retirees, primarily because it reduces the purchasing power of their retirement incomes.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

More Newsletters →