FREE EBOOK

Learn how you can use the same 5 pillar system that Ted has used, with his clients for over a decade, to help you build a strong retirement plan yourself.

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

ABOUT THE AUTHOR

TED THATCHER

President
Bright Lake Wealth

Ted Thatcher is the president of Bright Lake Wealth Management. As a financialadvisor, he also serves as the president of the American Financial EducationAlliance [AFEA – 501(c)(3)] Medford, Oregon, and Redding, California, chapters. The passion he has for his field was born from the love of his family and preparing for their future, which overflows to his offices. He prides himself on creating an education-focused environment where he focuses on you and your future goals.

As a financial advisor, it is Ted’s goal that each person he meets has a written plan to help protect his or her retirement so that everyone possesses the confidence so many people only hope to have in their retirement. He believes this confidence is achieved by executing a written plan he calls the Bright Lake Wealth Blueprint. It is with tools like this that Ted has helped people grow and preserve their retirement assets.

ABOUT THE BOOK

Why the 5 Pillars System?

Transitioning into retirement doesn’t have to be overwhelming. Launch Your Retirement offers simple, step-by-step guidance on the five key areas of planning: income, investments, taxes, healthcare, and legacy.

Create a personalized retirement plan that suits your needs, so you can focus on enjoying the years ahead. Start building the secure future you deserve today!

HOW DOES IT WORK?

The 5 Pillars and how they work together to build you a strong financial house

PILLAR 1: Income Planning

How to make the most of the transition from saver to spender

The first step is to assess your essential and lifestyle expenses to design a unique plan to replace your paycheck with a play check. You will analyze the factors that can impact your income and how to maximize how much you keep.

PILLAR 2: Investment Planning

Manage the risk of your assets

Create a plan that focuses on the full picture of your goals in retirement and then surround yourself with the right people to make those dreams come true. Assess the risks, fees, volatility control, investment strategy and longevity protection to minimize the impacts of a fluctuating environment.

PILLAR 3: Tax Planning

Yes, Uncle Sam is in your pocket

Learn how to reduce the liabilities that may surface during your retirement years and protect you from unexpected taxes. Create a diversified approach that efficiently manages taxes while remaining flexible for any unknown changes to come when you retire.

PILLAR 4: Healthcare Planning

Put the care, not the cost, in your healthcare coverage

Avoid depleting your retirement savings on unexpected medical expenses and protect your “golden goose”. Investigate long-term care options that can help you prepare for potential future needs you may have and minimize large out-of-pocket expenses.

PILLAR 5: Legacy Planning

Who gets your assets? What do they get? and when?

Evaluate the kind of legacy you want to leave to your loved ones and create an efficient way for your assets to be distributed in the way you want. Save the people you love time and money by avoiding probate court while also protecting your assets for future generations.

The Retirement you
have been Dreaming of

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.