How We Serve You
At Lighthouse Investment Group, Inc., we are truly an independent financial advisory firm, so you can be sure that your best interests are our interest.
We work exclusively for you, not for a brokerage house, not for an insurance agency, and not for a bank.
Our investment recommendations are based on your financial needs, goals, risk tolerance, time horizon, and overall financial situation, supported by careful analysis of the investments we consider appropriate for your plan.
We are a full-service financial advisory firm providing financial planning, tax planning, retirement planning, college planning, and estate planning.
We offer fee-based investment management accounts along with ongoing financial planning conversations for our asset management clients.
As an added value to our clients, we have established professional alliances with CPAs and estate planning attorneys.
Securities and advisory services are offered through LPL Financial, a registered investment adviser and broker/dealer, Member FINRA/SIPC.
Depending on a client's needs and circumstances, available products and planning strategies may include:
- Full-Service Stocks and Bonds
- Retirement Plans, including traditional and Roth IRAs, SIMPLE Plans, SEP and 401(k) plans, among others
- Retirement Plan Rollover Strategies
- Managed Investment Accounts
- Mutual Funds (taxable and tax-free)
- Fixed and Variable Annuities
- Life Insurance for Estate Planning
- Disability, Accident, Health, and Long-Term Care Insurance
- Charitable Giving Strategies via Trusts and Foundations
- Money Market Accounts
