Lighting the Way to Calmer Waters
Throughout our planning process, we help create personalized retirement strategies so our clients can retire and live in retirement with financial confidence.
Establish Goals and Needs
In our first meeting, we’ll talk about your goals and needs in entering or while in retirement, finding out what you’d like to accomplish, discovering what kind of retirement you have in mind, and calculating how much risk you prefer in a potential plan.
Assess Your Situation
Once we have a clear understanding of your outlook, we move on to assessing your current financial situation. This will let us know the ideal places from which we can start crafting your optimal retirement plan.
Create Your Plan
With your situation understood and your goals in place, we then craft your unique plan for retirement. You’ll have a thorough understanding of how it works, why certain elements are in place, and how we expect it to continue while your plan is in place.
Implement Our Strategies
After agreeing on the path forward, we put your plan into action and get it started working for you.
Monitor Your Progress
Your retirement plan doesn’t end when you walk out our door. Once implemented, we continue to monitor your plan’s progress, making adjustments as needed and filling you in on how it’s performing.
Start Charting Your Path
To schedule a complimentary meeting with Lighthouse Wealth Management, fill out the form below.
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