Planning for the Long-Term
At Lighthouse Wealth Management, we focus on creating an optimized retirement for our clients. A consistent concern we hear is:
“Will I outlive my money in retirement?”
We create plans specific to their needs to address this important issue. Whether you’re a federal employee, a municipal employee, work in the private sector, or work for a non-profit, Lighthouse Wealth Management is here to make sure your money lasts throughout your lifetime.
What We Bring to Your Retirement
Our Values
Loyalty, creativity, and ingenuity are just a few things Lighthouse brings to the table. We pride ourselves on putting your needs first – and not the other way around.
Our Process
Building your optimal retirement isn’t a quick, in-and-out procedure. We take the time to account for your current situation, your future goals, and the path you feel most comfortable taking.
Our Story
Years of experience in the financial planning industry plus deep personal connections to building solid retirements contribute to Lighthouse Wealth Management’s investing approach.
Get in Touch with Us
Financial Services
Retirement Income
Strategies
Investment
Management
Social Security
Optimization
IRA/401(k)
Rollover
Medicare
Annuities for
Retirement Income
Veteran Benefit
Planning
Start Charting Your Path
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