Wealth Advising Services DEDICATED to Cleveland Hospital Employees
In addition to our core services, we have specially built tools for the employees and families of the Cleveland hospital systems. Whether you're at a University or a Clinic, we are here to help.
List of Services
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403(b)'s, 401(a)'s, 401(k)'s, Roth's, 457's, etc.Item Link List Item 1
Need someone who has extensive experience working with the Cleveland Hospital Retirement Plans? Thats us. From matching contribution planning and Roth decisions to specialized investment options not found in the standard plan portal, we have you covered with advice tailored just for Cleveland Hospital employees.
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Specialized Planning for Highly-Compensated EmployeesItem Link List Item 2
From surgeons and specialists to hospital admins, higher salaries and unique employee benefits packages require experience that is just as unique. We have strategies built just for you to help you keep as much of your salary as possible, and put it to work efficiently.
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Tax-PlanningItem Link List Item 3
Higher salaries means more tax-planning. We have the experience to make sure your your investments, insurance, and tax concerns are properly handled in conjunction with your estate attorneys and Tax Accountants.
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Insurance PlanningItem Link List Item 4
When you're interacting with patients daily, accidents happen. We provide in-depth insurance planning to make sure that you are properly covered, and salary protected, should an accident or injury take place.
While Lakehouse Family Wealth helps clients all across the country, we realized that many Cleveland hospital employees in NE Ohio were not receiving the advice they deserved that was catered to the unique needs of the medical community.
We cover the specific needs of the medical professionals and caregivers, including strategies to help specialists like cardiologists and dermatologists, nurses, and PA's. We cover all households including high-earners, single-parent households, divorced households, non-traditional households, and traditional two-parent households.
We can assist you with your Cleveland Hospitals 403(b), 457, and 401(a) retirement plans including Roth and pre-tax accounts!
With services covering the full spectrum of financial planning from investment management to charitable giving strategies to retirement income planning, we can be here for our clients through thick and thin.
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.
Check out my background on FINRA’s BrokerCheck: https://brokercheck.finra.org/
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
Fidelity Investments and National Financial Services LLC (together "Fidelity") is an independent company unaffiliated with Cambridge or Lakehouse Family Wealth, LLC. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the preparation of the content or information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC.
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.