Cleveland, ohio financial advisor
Hello! My name is Benjamin Simerly, CFP® and I founded Lakehouse Family Wealth, Llc. I am an Independent Financial Advisor, Fiduciary, & Financial Planner located in Cleveland, Ohio. I founded Lakehouse Family Wealth to help families and individuals to have confidence in their retirement goals, and to help them spend more time at the lake! (Or the beach…)
We work with clients planning for and in retirement and council them on how to best make the transition. Many clients question if they are saving enough or have saved enough for retirement.
WE ANSWER THAT QUESTION!
We will help you navigate the confusing decisions around how to save enough, social security claiming strategies, as well as coordinating and facilitating retirement account draw-downs and estate planning needs.
We approach the financial planning process as teachers, as families, and as teammates to help our clients take charge of financial plans with confidence and knowledge in what we and our clients are achieving as a team.
As a Financial Planning professional, I specialize in overseeing clients’ planning for and transition into retirement, making the process as stress-free as possible.
Tackling one’s own retirement strategy can be overwhelming with different investment options, the risk of high commission structures, avoidable penalties, and the uncertainty of sufficient retirement income.
Many prospective clients ask: “Have I saved enough?!?” or “How can I know I am saving enough?!?” That was what retirement and financial planning are for, and that is precisely what we do.
Lakehouse Family Wealth can become a retiree’s single point of contact, working on a predetermined fee structure and understanding the rules and regulations involved in retirement income planning.
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.
Lakehouse Family Wealth understands that the most important aspect of retirement planning is making sure that the financial plan and investments are the right fit for each and every individual client and family.
In contrast to many "financial advisors" that would rather sell you a bunch of products you don't need rather than spend time with their first born, Lakehouse Family Wealth charges on a fee-basis, and can charge in multiple ways that don't involve a commission including flat monthly fees, quarterly fees, percent of assets-under-advisement, etc.
And before you ask, no, we aren't a big fan of annuities...
Lakehouse Family Wealth is here to serve and improve our clients’ finances, spend more time with family both now and in retirement, and save them time, money, and energy.
We guide our clients through the retirement process, build a financial plan, and help them understand their own, personalized investment strategies.nto the future.
READY FOR A FREE ASSESSMENT?
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.