Retirement Game Plan

Move from your profession to your life’s purpose.

The kids are gone, and now the focus is on you and your legacy. You’re looking back with pride, and you’re looking forward with hope for a comfortable and purposeful future. After all, you’ve earned it.

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

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

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 have 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:

  • Preserve, 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

Contact Lighthouse Financial

Let us show you the big picture of your financial situation, simplify the complex and present you with a plan to help you build a solid future for you and your family. We offer personalized, fee-only services and a relationship based on trust and passion to help you achieve your goals.