Financial Strategies
Investment Goals
Peace of Mind
You Only Retire Once...
“Retirement isn’t about reaching the finish line, it’s about what happens after you cross it”
All You Need Is A Good Plan
Step 1
1. Strategy Session Visit
Income Plan
Investment Plan
Tax Efficiency Plan
Step 2
2. Solutions Review & Commitment
Risk and Investment Analysis
Income Analysis
Tax analysis
Step 3
3. Implementation
Account setup
Assets transferred
Progress review and visit
Our Services
Testimonials
Donna Ritchie
Since our first introduction to Bright Lake we have been impressed by the excellent customer service and personal attention. Ted’s knowledge and compassion combine to make us feel confident in placing our trust in him and his decisions. We have recommended several friends and will continue to do so.
Mark Steele
We first met Ted at a presentation he gave on when to look at taking advantage of Social Security benefits. We are following what Ted recommended and Terry has started her benefits this year, while I will start next year when I am at full benefit age. This is due to other earned income I am now receiving.
Robin Beeson
Ted was really helpful to us in determining the best age for my husband to start drawing Social Security which is this year when he turns 62. You can tell by the questions he asks that he puts a lot of thought in understanding your situation to help you make the best decision for yourself.
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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.