Retirement Planning

Move from your profession to your life’s purpose.

Now the focus is on you and your future. You’re looking back with pride, and you’re looking forward with hope for a comfortable and purposeful life. After all, you’ve earned it.

But do you have nagging concerns that prevent you from embracing retirement?

  • How do you define a meaningful retirement?
  • Do you have enough financial resources to retire and fulfill your dreams?
  • Do you have a plan for the unexpected?

Let Lighthouse show you the way.

Making a transition into retirement is tough enough without also having to worry about the turbulent times in which we live. Protecting your wealth is imperative, and every decision you make will have an impact.

You don’t have to face the challenges of retirement planning and financial management alone. With Lighthouse Financial, you can count on help from a highly experienced professional who understands how to handle the complexities of your unique circumstances.

Our advisors are here to understand your needs, goals and values to create a customized plan designed to help you:

  • Protect and grow your financial assets
  • Develop tax-management strategies
  • Define estate-planning needs
  • Identify liabilities and develop a Risk Management Plan
  • Understand Social Security and medical-care options
  • Define the best approach to long-term care protection

We invite you to review our services:

Investment Management Retirement Planning Estate Planning Insurance Planning Eldercare Planning Charitable Planning