Financial Strategies
Investment Goals
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You Only Retire Once...
Expert Retirement Planning Advisors in Redding, CA
At Bright Lake Wealth Management in Redding, CA, our seasoned retirement planning advisors are committed to helping you achieve your retirement goals. We provide comprehensive services tailored to your needs. Our team specializes in creating personalized retirement strategies, ensuring you can enjoy your golden years without financial worries.
Comprehensive Retirement Financial Advisory Services
Local Retirement Planners
Secure Your Future with Retirement Legacy Planning
Planning for retirement doesn’t just secure your future; it ensures you’re leaving a legacy to your family. Our retirement legacy planning services ensure your assets are preserved and passed on according to your wishes. We help you navigate the complexities of estate planning, providing peace of mind that your loved ones will be taken care of.
Effective Retirement Investment Management
Health Care Retirement Planning
Expert Retirement Tax Planning Advisors
Contact Bright Lake Wealth Management Today
Bright Lake Wealth Management, located in Redding, CA, is dedicated to providing exceptional retirement planning services. Our expert advisors are here to help you achieve your retirement dreams. Contact us today to schedule a consultation and start planning for a secure and prosperous retirement.
“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.