your lakehouse retirement begins here:
A 3-step process to help you become your family's 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.
We do our best work with those who are:
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.
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.
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.
Family
Focused
Retirement investors who are focused on spending time with family & friends
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 Process
STEP #1
Schedule A Free Call To Start The Conversation
This is a quick chat that will give us both a chance to make sure we are the right fit for your retirement planning, wealth management, and financial advising needs.
STEP #2
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.
STEP #3
Assessment Review Meeting
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.
Remember: 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 Call
A quick 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.
STEP #2
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.
STEP #3
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.
HAVE MORE QUESTIONS?
Find the Answers
READY TO GET STARTED?
Schedule a Free Phone Call
Not quite ready to schedule an appointment? That's OK!
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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.