Independence – Objectivity – Integrity are our core values. Our Advisors specialize in Retirement Planning and Wealth Management. We are part a team of 65 advisors with over $1.4 Billion under management. Lighthouse Financial Group is made up of CERTIFIED FINANCIAL PLANNERS®, Chartered Financial Consultants, Accredited Investment Fiduciaries and works with a team of attorneys, CPA’s, and CFA’s.
Retirement plans cans be a significant part of an individual’s savings and may need extensive guidance to help advance and protect their assets. Wealth Management can also provide a much-needed holistic approach to a client’s entire financial representation.
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Many obstacles may surface during retirement. Find out what these difficulties maybe and strategies on how to be successful. Three critical issues in managing wealth in retirement are (1) maintaining a particular lifestyle in the retirement years, (2) protecting that lifestyle, and, ultimately, (3) transferring one’s assets to the next generation.
A good defense is the best offense. Our comprehensive review process will make sure you are properly protected. Insurance Planning & Risk Management is part of a foundation to any successful planning.
Wealth Management is a high-level of professional service that combines investment advice, retirement planning, tax planning, risk management, and estate planning. Clients work with our wealth manager who coordinates input from the client’s accountants, attorneys and other professionals into their planning.
Our Asset Management incorporates a Quantitative Investment Strategy and uses a strict buy and sell discipline. We believe the traditional models available to the public, using diversification and asset allocation, may not be sufficient enough in our current market environment.
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