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.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 EmployeesList 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-PlanningList 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 PlanningList 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.
