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:
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.
The Whole Picture
Approaching challenges with the whole family in mind.
Creating a Financial Plan
We aren't just talking about investments and then calling it quits.
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.
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.