Benjamin Simerly, CFP®
7990 Sweetgum Trl
Concord
OH
44060
Professions
CERTIFIED FINANCIAL PLANNER® Professional
About Me
Workshops Offered
Allocation & Modern Portfolio Theory
Budgeting
College Planning
Estate Planning
Exploring Your Options for a Quality Retirement
Getting Fiscally Fit
First Time Home Buyers
Financial Blunders
Getting Your Financial House in Order
Social Security Explained
I.D. Theft
Investing Basics for Women
Investment Concerns in a Fragile Market
Issues of Aging Parents
How to Increase Your Health and Wellness
Maximizing the Right Mortgage Strategies in Todays Market
Taking Control of your Cash - Addressing Debt
Refining your Mortgage 101
Strategies for a Sustainable Income in Retirement
Stress and Your Health
Tax Planning
The U.S. Housing Crisis
Understanding 401k Rollovers
Understanding Critical Disability Issues
Women Approaching Retirement and Beyond
You and Your Credit Score
Financial Behavior
Medicare
The Critical Steps To Building Your Financial Foundation
A lover of financial education since childhood, Ben is honored to foster financial literacy in our communities with The Society for Financial Awareness.
Founder of Lakehouse Family Wealth and Allan Property Management, Ben is a big believer in small-business, financial education, and families passing on the lessons of personal finance through the generations.
Retirement Planning - Financial Planning - Financial Advisor
A proud Cleveland native and Eagle Scout, Ben earned his bachelor's degree from Bowling Green State University with dual specializations in Finance and Personal Financial Planning.
In 2019, Ben moved back to Ohio from the Washington D.C. region to help families pursue their values in time spent with family into a financial reality, especially on the water…
In 2022, Ben founded Lakehouse Family Wealth, LLC., to help families across America reach their family financial dreams.
Lakehouse Family Wealth is a Cleveland, Ohio, comprehensive, fiduciary financial firm offering fee-based wealth and financial planning services.
Benjamin Simerly, CFP®
Founder, The Heartland Chapter of The Society for Financial Awareness
CERTIFIED FINANCIAL PLANNER® Professional
The Society For Financial Awareness is a proud SHRM Recertification PDC provider.
Phone: (440) 589-7703
Website: sofaneo.org
Our mission is To end financial illiteracy Across America, one community at a time.
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