It’s been said that failing to plan is planning to fail, that has never been more true than with your retirement. You only retire once, so planning ahead is crucial, and failing to do so could be a VERY costly mistake. So let us help take some of the mystery out of the planning process. Attend our free local workshop and learn more about the tools you can use to help plan for the retirement you have been dreaming of.
Ted Thatcher is the president of Bright Lake Wealth Management. As a financial advisor, he also serves as the president of the American Financial Education Alliance [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. He cherishes each of them, from his wife, Kassandra, to his sons, Ethan and Lincoln, and daughter, Olivia.
Ted’s passion for his family overflows to his office. He prides himself on creating an education-focused environment where the passion he has for his own family’s future can be mirrored and focused 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. He focuses on those who are just beginning to see retirement on the horizon, those just beginning their retirement and those who are already retired. It is Ted’s sincere desire 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 Pine Brook Financial Roadmap.
It is with tools like this that Ted has helped people grow and preserve their retirement assets. He aims to create a welcoming, service-oriented environment, which he found was always present where he grew up in the Midwest.
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.
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.
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.
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation.
It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you may potentially save thousands of dollars.
Attend This Workshop and Learn:
➢ When to claim your social security benefits to receive the highest income
➢ Financial strategies that could increase your retirement income and last a lifetime
➢ How to deal with the current market volatility and inflation
➢ Ways to potentially structure your retirement savings so you may worry less about running out of money
➢ Common misconceptions about retirement planning
➢ Tools and methods available to retirees to help develop a retirement tax strategy
Join this free class to potentially learn more about strategies that aim to protect your retirement!
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