Financial Strategies

Do you have enough for retirement?

Investment Goals

Do you have a plan and process mapped out?

Peace of Mind

Skilled experts in your corner.

You Only Retire Once...

Retirement is a once-in-a-lifetime milestone, demanding precise planning from the start. Unsure where to begin? If you have worries about financial stability, tax regulations, healthcare expenses, and market fluctuations, the path forward can seem daunting. At Bright Lake, we understand these challenges and focus on guiding individuals through the intricacies of retirement planning. Click the link below and sign up to join us for a free no obligation workshop and take the first step towards a confident and informed retirement.
ATTEND A WORKSHOP
Retirement Finical Planning

“Retirement isn’t about reaching the finish line, it’s about what happens after you cross it”

All You Need Is A Good Plan

Our process is designed to take the fear out of retirement and put you in the drivers seat. With professional advise and guidance, it's as easy as 1, 2, 3.

Step 1

1. Strategy Session Visit

This is where we get to know each other. We look to discover what your goals and concerns are and whether or not we might be a fit to help. We can also review things like:

Income Plan

Investment Plan

Tax Efficiency Plan

1. Strategy Session Visit

Step 2

2. Solutions Review & Commitment

We diagnose your current portfolio for opportunities and threats and then provide you with a rough draft of your financial plan this will include things like:

Risk and Investment Analysis

Income Analysis

Tax analysis

2. Solutions Review & Commitment

Step 3

3. Implementation

Once you decide how to move forward with us we will take the necessary steps to activate your strategy.

Account setup

Assets transferred

Progress review and visit

3. Implementation

See How We Have Helped Others Just Like You

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Tax Advisory

Stephen Welch

Satisfied Client

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Wealth Management

Martin Bailey

Chief Finance

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Emma Greed

Legal Advisor

I express my deep gratitude to the team for the impeccable and productive service to the company activities based on the results of seven years of joint work I recommend the services

Our Services

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Meet our team
of professionals

Our staff are passionate about helping you retire well.
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Connect with an advisor

The first step is to schedule a strategy session with an advisor. Fill out the from below and one our team members will contact you right away.

    Disclosure:

    This website Bright Lake Wealth Management (this “Website”) is owned and operated by Bright Lake Wealth Management. Bright Lake Wealth Management offers investment advisory services and is registered with the state. Registration does not constitute an endorsement of the advisory firm by the state nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Bright Lake Wealth Management as of the date hereof, which are subject to change without notice at any time. Bright Lake Wealth Management does not represent that any opinion or projection will be realized. Bright Lake Wealth Management, nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

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