Your Future. Your Dreams.

  Taggert M. & Lisa M. Kelly













Welcome to Great Lakes Financial Management Group, a full-service company focus on retirement planning and estate conservation.As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs including Investments,  Life Insurance, Disability, LTC insurance and Medicare plans
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Periodically review your financial progress
  • Seek to make investment planning easier


Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

If you have any questions, please call us at 616-846-6009 or e-mail us at or at We will be happy to help. We look forward to talking with you.

Check on your accounts.  Log in @:

Your Voya Brokerage and Managed Money accounts:***

Jackson National Life* **** *****  ******

Prudential* ****

Resource Real**


Principle Financial*

Lincoln Financial Group*

Allianz Life*


Old Mutual*

Cole Real Estate**

Franklin Squared***

Blue Cross Blue Shield

Todays Options

Assurant Health

Priority Health

Northstar Real Estate**

United Health Care




*You should consider the investment objectives, risk, and charges and expenses of a variable annuity carefully before investing.  To obtain a free prospectus containing this and other information about a variable annuity, contact Tag or Lisa Kelly at 17881 W. Spring Lake Rd,. Spring Lake, MI 49456 616-846-6009.  Please read the prospectus carefully before you invest. 

**Investments in real estate and REITs may be affected by adverse economic and regulatory changes.  Properties that incur vacancies may be difficult to sell or release.  Non-traded REITs may have certain risks, including possible illiquidity of investment, and should be considered a long-term investment. 

***Investors should consider the investment objectives, risks and charges and expenses of the funds carefully before investing.  The prospectus contains this and other information about the funds.  Contact Tag or Lisa Kelly at 17881 W. Spring Lake Rd., Spring Lake, MI 49456 616-846-6009 to obtain a prospectus which should be read carefully before investing or sending money. 

Past performance does not guarantee future performance.  When you sell your shares and/or units, they could be worth less than what you paid for them.  Please read a prospectus carefully before investing or sending money.