Let's Do This. . . Together
We all want to make great financial decisions for our businesses, our families, and our legacy, but some times, going to a big investment firm or the local bank just isn’t an option. Great Lakes Legacy is a non-profit financial management firm specializing in free to discounted services in providing resources, education, and expertise to you.
Our Specialties
EDUCATION
We conduct classes and workshops throughout the area in several key financial areas. Students receive workbooks to take with them to start their journey to financial freedom.
RESOURCES
Local professional and businesses bring their vast experience and expertise to help plan and guide you and your family through the maze of finances.
BUSINESSES
Let our team of experts help you start, expand or streamline your business at a fraction of the cost. We will help you with increased efficiencies, decreasing expenses, and increasing cash flow.
What started out as an analysis and audit of our business books and marketing plan has turned into a new benefits package, 401k and Healthcare for our employees. We were cash strapped and thought we couldn’t afford much. We got a lot for the little we paid. Now I have Great Lakes Legacy creating a budget and investment strategy for my family.
TJ Paine
Veteran Harvest
Do You have an Area of Expertise?
Are you looking to give back. Do you have a passion to share your knowledge, expertise and experience to those who may not be able to afford your services? We’re offering you the chance of working with local families and businesses who need a hand up to see their dreams come true.
Once signed, you will be assigned a project at a pre-determined price. We will assist you in every way possible so you can focus solely on your area of expertise. The cost is a $25 Set-Up fee and a $25 annual subscription fee. There is a money back guarantee, if you are not 100% satisfied (excluding set-up fee). Please seek your Tax Advisor if there are benefits of donating a portion of your time.
Currently we are looking for the following professions:
- Handyman
- Auto Repair
- Builder/Remodeler
- Landscape
- Plumber / Electrician
- Activities Counselor
- Attorneys
- Accountants/CPAs
- Financial Planners
- Business Consultants
- Public Relations
- Marketing/Website
If you don’t see your area of expertise, no worries! We receive requests for many needs not listed here. To find out more about our program, simply fill out our Inquiry Email and someone will contact you.