retirement planning

Bringing Everything Together

A relationship based on advice, not sales.

Advanced tax, wealth, and estate planning; far more than investments.

Generational wealth and education.

This is what Retirement Planning means to us:

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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.

Learn more
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The Whole Picture

Approaching challenges with the whole family in mind. 

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Creating a Financial Plan

We aren't just talking about investments and then calling it quits.

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Making It Tangible

We want to help you and your family LIVE life together. 

Real Retirement Planning Includes:

Focusing on the financial plan

Your retirement income plan

Your budget

Your account type strategies

Focusing on the financial plan

Your retirement income plan

Your budget

Your account type strategies

Your long-term care and disability insurance planning

Your charitable giving strategies to help reduce taxes

Tax Planning

Your college plan for your children

Your long-term care and disability insurance planning

Your charitable giving strategies to help reduce taxes

Tax Planning

Your college plan for your children

Your estate plan; Including your will, medical directives, and power-of-attorney

Paying your advisor  based on service (fee-based, AUA, etc.), rather than a product sold

Your accountant and Lakehouse Family Wealth coordinate your tax plan

Your team - we work with your attorneys, doctors, accountants, etc.

Your estate plan; Your wills, medical directives, and power-of-attorneys, again alongside your attorneys and family

Paying your advisor  based on service (fee-based, AUA, etc.), rather than a product sold

Your accountant and Lakehouse Family Wealth work together to ensure your investments and taxes are in sync

Your team - we work with all your other professionals from attorneys to doctors to accountants

And of course, your INVESTMENTS! From Mutual Funds and ETF's to specialty investment Managers, we customize portfolio's to fit what you and your family actually need.

And of course, your INVESTMENTS! From Mutual Funds and ETF's to specialty investment Managers, we customize portfolio's to fit what you and your family actually need.

"So what pieces of the puzzle do you handle for us?"

Investment Management

From selecting funds or money managers to ensuring each part of your portfolio is in sync with the plan and your goals, we have you covered. And we don't use just one type of investment either. There are many ways to reach the goal; we are here to help you pick the right one for you.

College (Financial) Planning

College is expensive. Unbelievably expensive. Helping you navigate saving and investing for college is a key part of what we do. And this includes helping grandparents as well; from college funds for the grandkids to help with the unexpected events in life.

Retirement Income Planning

So you want to retire, but how do you turn your various accounts and investments into income? That's what we are here for. Ensuring you can be tax-efficient and that your money lasts is a core part of the planning process.

Charitable Giving Strategies

Giving back is important, and it can also often come with tax-breaks as well. We help you assess how much you can give when you're ready, and even where it can help your plan.

Social Security, Long-Term Care Insurance, etc.

Worried about timing when you start Social Security payments? Wondering if you can afford Long-Term Care insurance? These are the kinds of questions that keep people up at night, and things we consider essential to answer in your plan.

Legacy & Estate Planning

You've worked hard and led a good life. You want to make sure you leave something for the next generation, and make sure your family is taken care of should the unexpected happen. We work with your Estate Attorney to ensure your legacy is well planned. 

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