Retirement Planning Services
Retirement Concerns? We Have Solutions.
Personalized strategies for a confident retirement. At Lighthouse Investment Group, Inc., we provide comprehensive financial planning built on integrity, trust, and long-term client relationships.
Many people worry about whether they’ll have enough saved for retirement, how to manage risk, or what to do with old 401(k) accounts. At Lighthouse Investment Group, Inc., we address these concerns head-on with disciplined asset allocation, risk management, and diversification strategies designed to help you pursue your financial goals with confidence.
We don’t attempt to time the stock market. Instead, we focus on time in the market—a proven approach to building and preserving wealth over the long term.
Our Key Services
Retirement Plans
Whether you’re interested in traditional or Roth IRAs, SIMPLE Plans, SEP, or 401(k) plans, we offer a full range of retirement planning options tailored to your needs.
Managed Investment Accounts
Our fee-based management accounts provide professional oversight and ongoing portfolio monitoring, ensuring your assets remain aligned with your financial objectives.
Retirement Plan Rollover Strategies
Leaving a job or changing careers? We’ll help you navigate rollover strategies to keep your retirement savings on track without unnecessary tax penalties.
Why Choose Lighthouse Investment Group?
Personalized Service
Whether you’re interested in traditional or Roth IRAs, SIMPLE Plans, SEP, or 401(k) plans, we offer a full range of retirement planning options tailored to your needs.
Fee-Based Management
Our fee-based accounts mean no commissions on trades, giving you transparency and peace of mind.
Ongoing Support
Your relationship with us doesn’t end after your initial consultation. We offer ongoing financial planning conversations and periodic reviews to help your plan evolve with your life.
Professional Alliances
As part of our “three-tiered approach,” we’ve established alliances with estate planning attorneys and CPAs, giving you access to comprehensive financial guidance.
Independence You Can Trust
As an independent firm affiliated with LPL Financial (Member FINRA/SIPC), we work exclusively for you—not for a brokerage house, insurance agency, or bank.
Beyond Retirement Planning
While retirement planning is our specialty, we also offer:
- Tax planning
- College planning
- Estate planning
- Life insurance for estate planning
- Charitable giving strategies
Whatever your financial needs, we’re here to help you pursue your goals while carefully managing risk.