Thank you for watching our television program!
What can we help you with? We’ve got time to talk.
Let's Chat!
Complete the form below to request a time to talk about the topic that caught your attention or anything else you’d like to know more about in your retirement planning.
We never spam. By clicking this button, you consent to be contacted by a financial professional by phone, email, and/or automated SMS regarding your financial strategy. You may unsubscribe at any time. Consent is not a condition of receiving services.
About Ted Thatcher
Ted Thatcher is the founder of Bright Lake Wealth Management and the author of Launch Your Retirement, a step-by-step guide that helps families move from their savings years to spending in retirement. Through his trademarked Launch Your Retirement™ Blueprint, Ted and his team guide retirees and pre-retirees through the five critical pillars of retirement planning: income, investments, taxes, healthcare, and legacy planning. This holistic process has helped hundreds of families across Northern California and Southern Oregon retire with clarity, confidence, and purpose.
As a fiduciary advisor, Ted believes retirees deserve more than generic financial advice. His mission is to deliver clear strategies, proven processes, and personal care so families can enjoy their retirement without second-guessing their financial future.
Bright Lake Wealth Management, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate a certain level of skill or training. Insurance products and services are offered and sold through Bright Lake Financial Inc. (BLF). Bright Lake Wealth Management, LLC and Bright Lake Financial Inc. (BLF) are affiliated but separate entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or personalized investment, tax, or legal advice. CA License Number 0M8494. This show has been provided for informational purposes only and is not intended as legal, tax, or investment advice, or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
11/23-3217362