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Your Lakehouse Retirement Begins Here:

A 3-step process to help you become your families financial hero.

 Investment Analysis

 Retirement Recommendations

Structuring Finances To Spend Time With Family


YOU WANT A FINANCIAL PLAN THAT CREATES MORE TIME WITH FAMILY


We are the retirement planning guides that help make that happen.


Click Here To Schedule Your Free Consultation



We do our best work with those who are:


Family Focused

Retirement investors who are focused on spending time with family & friends, preferably at the lake ;-)

Looking for a Long-Term Relationship

We work with individuals and families looking to build long-term relationships with their advisor. 

Value Hiring Professionals

People who value hiring professionals and know their retirement & time with family are far too important to manage alone.



Your Free Assessment

A 3-Step process showing how you can improve retirement.


Schedule A Free 20-Min Call

A quick 20-minute chat will give us both a chance to make sure we are the right fit for your retirement planning, wealth management, and financial advising needs.  

Schedule Your Call >



The Goals Meeting

Like tackling any challenge, it's important to assess before we take action.  

We use this 1-hour meeting to clarify your goals, values, concerns, and how you want to spend your time with family so we can help you achieve it. 



Review Assessment

Once we have completed your retirement assessment, we will have another 1-hour meeting with you to discuss our findings and recommendations.  

We will lay out in clear and easy-to-understand terms what you can do to improve your retirement plan, optimize your investments, and ensure you have enough for retirement, so you can focus on what's really important: Family.



It's About the Fit!

If the end of this process it's a fit, we move forward, and if not, we happily help you find an advisor that's the right fit for you.  We are looking for long-term relationships that last generations, and we never want anyone to feel pressured to work with us.




Step #1:

Schedule a Free 20-Minute Phone Call

Click Here To Schedule >



Still Have Questions?  Keep Reading ...



Who does Lakehouse Family Wealth work with?  Individuals?  Or just Families? 


Can you tell me more about Lakehouse Family Wealth?


What are your thoughts on annuities?


Do you work with clients in other states? Do you meet virtually or use Zoom?


Do you have investment minimums?


How do you bill?


Are you a Fiduciary?


What financial areas do you cover?


Do you offer an hourly or one-time project fee option?


What type of investments do you use and recommend to clients?


How are you different than other financial advisors?



Step #1: 

Schedule a 20-Minute Phone Call




Not quite ready to schedule an appointment?  That's OK! 

           

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