BE THE HERO OF YOUR FINANCIAL STORY

You can be the hero, we can be the guide.

Furthering your family financial goals, spending more time with your family, and creating a family culture of financial education that lasts for generations



The Financial Plan

     

 We plan for the full retirement financial picture.  Investments are just the tip of the iceberg.

Focus On Generations

         

Our first question isn't about your investments; it's about their purpose for you: Your family's goals, values, and future.

LIVE Life

         

What good is a financial plan if you don't take action to use it?   






VIRTUAL & IN-PERSON

You can work with us from anywhere with an internet connection.







YOU HAVE A LIFE TO LIVE

Wherever you are in your familys life cycle, you can make it extraordinary 

(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client.  Should not be construed as a guarantee.)


Grandchildren In Focus

George and Linda each ran small businesses after leaving the corporate sector, and decided it was time to pursue their dream of having family vacations with all three generations under one roof at the lake.

Still Working, Life Focused

Dawn and Roger can't imagine leaving their careers but realize they work for a reason.  The boat is hitched up, and they are ready for family time on the weekends.

Finding Her New Path

For Jane,  spending time with her adult children, and babysitting the grandchildren when she can is her new day-to-day.  Now planning a new future for her retirement, she wants to ensure she can retain her financial independence.


Time To Think About A Lake House...

           

Jennifer and Michael have been saving diligently, maxed out their retirement account savings, and are ready to own their own peice of heaven on earth.  Between their elderly parents aging and their children growing like weeds, they're ready to focus their spare time on family.

Just Getting Started

           

Matt and Jessica just married, and want to start their marriage on the best financial footing they can.  They are setting a budget, making goals as a team, and want to prioritize retirement and college tuition savings for their future children over day-to-day spending.

Getting Ahead Of The Game

For Elizabeth Parker, the memories of her parents teaching her and her siblings how to budget at the dinner table never faded.  Now starting her first job out of college, she is determined to focus on saving, retiring early, and spending her time with family and helping her community.


Click Here To Get Started





YOUR FAMILY'S NEW WEALTH MANAGEMENT & 

RETIREMENT PLANNING SERVICES

As Fiduciary, fee-based Wealth and financial advisors, we offer a number of services:


  Retirement Planning

  Charitable Contribution Strategies

 Income Planning

 Social Security Timing


 Executive Benefits

 Investment Management




Working With Technology & Institutions You Can Trust

From investment allocations to retirement income and Social Security planning, we use the best tech available



We proudly work with the best in the business.







YOUR FAMILY FINANCIAL PLANNING SHOULDN'T BE HARD TO UNDERSTAND

We use Right-Capital planning software to help Clients with everything from Retirement Planning to Social Security


(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client.  Should not be construed as a guarantee.)


Lakehouse Family Wealth Retirement Analysis Using Right Capital




Financial Advising that focusing on Financial Planning, not selling.  All accessible from your mobile phone.


Testing different Financial Planning scenarios using Right Capital financial planning software.





What if you could finally see all your accounts in one place?

With Asset-Map, we can create one place where you see your entire financial picture in simple english


(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client.  Should not be construed as a guarantee.)



Click Here To Get Started





What if You Could Text Us?

Why make communicating difficult?

You can always email or call, but now you can text too!


(Note: These are purely hypothetical, and do not involve an actual Lakehouse Family Wealth Client.  Should not be construed as a guarantee.)

Our Text Number: 440-271-3534   Pssst... Go ahead, give it a try... Or


Schedule a quick phone or Zoom chat to Get Started!




BENJAMIN A. SIMERLY


Founder, Lakehouse Family Wealth

          As COVID-19 😷 continued in  2022, I was continually 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... 




Ready For A Free Assessment?


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