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Client Centered

The right services for the plan that's right for you. As we help understand your position in the market, our team will prepare a plan that focuses on your complete needs from financial advisors.

Our personal and professional experiences help us provide clients with thoughtful and ethical advise on a wide range of topics. We work with individuals and companies to find the exact path that is needed for their financial situation. 

Through a cooperative process, clients receive a plan that does more than sit on paper, as it lives in their hearts and daily lives. This exciting roadmap will be unique to each client, as will the exact services utilized. 

As a result, our services allow our clients to face the future with certainty, as they know both L2 Advisors, and their financial plan, are there for them along the way.

Our extensive knowledge and experience includes working with public employees in Michigan.  A MPSERS, ORS or other pension offers unique planning opportunities.  Many systems have undergone significant changes in recent years, our team is well versed in the changes impacting public pensions.  Our process can offer clients an unbiased approach to developing a financial plan that better maximizes the benefit of a pension, 401k, 457, 403b or other employer sponsored plan.  Ask us whether your employer is one of many with whom we work directly to manage your retirement investments or benefits.

    • Legacy and special needs planning — Passing on your assets to your loved ones. If you have a loved one who needs special care after you are gone, we can work with you to plan for them financially and to educate you on your choices to reduce tax burdens as much as possible.
    • Assisting with aging parents — This can take an emotional and physical toll on any family member, and we have personal and professional experience in this area. We can help clients work through the details with respect to financial, estate, and health care planning.
    • Tax planning — Pro-active tax planning, tax preparation and accounting are offered through Great Lakes Tax Team. Do you know if you are paying more in taxes than you should be? The more you pay in taxes, the less wealth you are building.
    • Roth Conversion
    • Charitable Planning and Planned Giving
    • Retirement Income Planning
  • Understanding investing principles and strategies can help you avoid some of the pitfalls that snare some investors. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

    • Mutual Funds
    • Appropriate Risk Management
    • Separately Managed Accounts
    • REITS
    • Limited Partnerships
    • Accredited Investor Services
    • Stocks, Bonds, Brokerage
  • There are advantages and disadvantages of converting traditional IRAs to Roth IRAs. We’ll discuss both with you and make sure you have the necessary information to make an educated decision as to the benefits and costs of conversion.

  • Business owners are faced with a unique set of challenges, regardless of company size. We work with companies to help provide a meaningful benefit package to attract and retain employees. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations.

Click below to learn about L2 Advisors proprietary process, the TruVectr FORMula

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