WELCOME TO LAKEHOUSE FAMILY WEALTH
WELCOME TO LAKEHOUSE FAMILY WEALTH
You can be the hero, we can be your guide
BE THE HERO OF YOUR FINANCIAL STORY
Spend more time with your family, and create a culture of family financial education.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
We look at
the entire picture,
far beyond
just investments.
The Whole Picture
Educating Generations
"Financial planning is only as good as the lessons learned by the generations to come."
- Ben Simerly, Founder
Spending Time As Family
True wealth is the choice in how time is spent with family.
You Have Questions...
Do you have someone you call for your family financial questions?
And you are looking for help with the whole picture.
Pre-Retirees
Young Families
Retirees
"When can we retire?"
"How can the kids learn to build their own wealth?"
"Are we saving enough
for retirement?"
"Are we doing enough to reduce taxes?"
"When was the last time our advisor reviewed our
tax returns with us?"
"Should we be in a Roth IRA or Traditional?"
"Will our money last
in retirement?"
"How do we create income that lasts in retirement?"
"Do we need a trust?"
You Have Questions...
Do you have someone you call for your family financial questions?
And you are looking for help with the whole picture.
Pre-Retirees
"When can we retire?"
"How can the kids learn to
build their own wealth?"
"Are we saving enough
for retirement?"
Young Families
"Are we doing enough to
reduce taxes?"
"When was the last time
our advisor reviewed our
tax returns with us?"
"Should we be in a Roth
IRA or Traditional?"
Retirees
"Will our money last
in retirement?"
"How do we create income
that lasts in retirement?"
"Do we need a trust?"
Have Financial Questions?
Do you have someone you call for your family financial questions?
Pre-Retirees
Young Families
Retirees
"When can we retire?"
"How can the kids learn to
build their own wealth?"
"Are we saving enough
for retirement?"
"Are we doing enough to reduce taxes?"
"When was the last time our advisor reviewed our
tax returns with us?"
"Should we be in a Roth IRA or Traditional?"
"Will our money last
in retirement?"
"How do we create income
that lasts in retirement?"
"Do we need a trust?"
You can be the hero, we can be your guide
More Than Just Investments
Spend more time with your family, and create a culture of family financial education.
Retirement Planning
Income Planning
Executive Benefits
Retirement Planning
Income Planning
Executive Benefits
Retirement Planning
Income Planning
Executive Benefits
Tax Planning
Wealth Management
Financial Planning
Tax Planning
Wealth Management
Financial Planning
Tax Planning
Wealth Management
Financial Planning
Charitable Contribution Straegies
Social Security Timing
Investment Management
Charitable Contribution Strategies
Social Security Timing
Investment Management
Charitable Contribution Strategies
Social Security Timing
Investment Management
IT ALL STARTS WITH A CHAT
It all starts with a conversation.
No pressure
No sales pitches ( seriously...)
Just talking about you, your family, and your goals
BENJAMIN A. SIMERLY, CFP®
Founder, Lakehouse Family Wealth
As COVID-19 😷 spread in 2022, I was reminded of the importance of getting back to the core values we have as Americans, and how we spend our time with family.
I founded Lakehouse Family Wealth, LLC. to specialize in families that value family time at the lake.
And don't worry; beaches 🌴, mountain cabins 🌄 , and ski slopes ⛷️ are O.K. 👌 too...
I know what that time can mean and do for families, and I have devoted my life to helping families achieve it.
Whether you are reading this while on the water, or just dreaming of it in the future, Millie (Chief Happiness Officer...), and the rest of the team at Lakehouse Family Wealth are here to help you focus on your retirement, your life, and time spent with family.
And we can do the worrying about your financial plan...
BENJAMIN A. SIMERLY
Founder, Lakehouse Family Wealth
As COVID-19 😷 spread in 2022, I was reminded of the importance of getting back to the core values we have as Americans, and how we spend our time with family.
I founded Lakehouse Family Wealth, LLC. to specialize in families that value family time at the lake.
And don't worry; beaches 🌴, mountain cabins 🌄 , and ski slopes ⛷️ are great 👌 too!
I know what that time can mean and do for families, and I have devoted my life to helping families achieve it.
Whether you are reading this on the water right now, or just dreaming of it in the future, Millie (Chief Happiness Officer...), and the rest of the team at Lakehouse Family Wealth are here to help you focus on your retirement, your life, and time spent with family.
And we can do the worrying about your financial plan...
BENJAMIN A. SIMERLY
Founder, Lakehouse Family Wealth
As COVID-19 😷 grew in 2022, I was reminded of the importance of getting back to the core values we have as Americans, and how we spend our time with family.
I founded Lakehouse Family Wealth, LLC. to focus specifically on families (And the individuals in them...) that value family time at the lake.
And don't worry; beaches 🌴, mountain cabins 🌄 , and ski slopes ⛷️ are O.K. 👌 too...
I know what that time can mean and do for families, and I have devoted my life to helping families achieve it.
Whether you are at the beach now or just dreaming of it in the future, Millie (Chief Happiness Officer...), and the rest of the team at Lakehouse Family Wealth are here to help you focus on your retirement, your life, and time spent with family.
And we can do the worrying about your financial plan...
VIRTUAL & IN-PERSON
Serving clients all over the United States via Zoom, and locally in NE, Ohio.
You can work with us from anywhere with an internet connection.
VIRTUAL & IN-PERSON
Serving clients all over the United States via Zoom, and locally in NE, Ohio.
You can work with us from anywhere with an internet connection.
Blog
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly, CFP® is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly, CFP® holds Series 7 and 66 licenses OH, CA., DC, IL, MD, and SC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly, CFP® before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.
All Rights Reserved | Lakehouse Family Wealth, LLC.
Lakehouse Family Wealth is a division of and trade name of Lakehouse Family Wealth, LLC. , an independent financial services office located in Concord Twp., Ohio. All Rights Reserved.
Benjamin A. Simerly is a Registered Representative. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member
FINRA
/
SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lakehouse Family Wealth is not affiliated with Cambridge. Cambridge does not offer tax or legal advice. Fixed insurance services, if requested by a client or prospect (though we don't generally like them) are offered through Lakehouse Family Wealth , llc.
Office of Supervisory Jurisdiction located at: 1776 Pleasant Plain Road, Fairfield, IA 52556
Please be advised that, presently, Benjamin A. Simerly holds Series 7 and 66 licenses OH, CA., IL, MD, and DC. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Benjamin A. Simerly before proceeding further.
Cambridge’s Form CRS (Customer Relationship Summary)
A full list of disclosures can be found
here.