Our Services
We offer a wide range of financial products and services. By combining this with sound financial advice, we believe you will be better able to identify your goals and make informed decisions to help reach them.
We encourage you to contact us today for more information on these services. You can do so by calling (239) 344-7575, emailing [email protected], or visiting the Contact Us page.
Florida Domicile Advantages
Regardless of where you’re moving to Florida from, it’s of the utmost importance that you ensure your Florida Domicile is legal. Our advisors are well-versed in these particular strategies, and the team at Lighthouse Wealth Management can help guide you through the many benefits. These include favorable estate protection laws, a potential cap on real estate tax increases, and the elimination of state estate tax, gift tax, and/or state income tax.
Click here to learn more about the advantages of Florida Domicile.
Bond Services
Whether you want to sell or buy bonds, we believe a professional’s experience is a necessary component in helping guide you toward success. The Financial Advisors at Lighthouse Wealth Management, LLC have access to some of the top money managers in the industry including the resources of Wells Fargo Advisors Financial Network and its affiliates.
Retirement Planning & Cash Flow Modeling
Our retirement planning services are designed to allow you to identify your specific retirement goals and develop a plan to help you achieve them.
We assist in managing all aspects of your transition from working to retirement, such as balancing the need for a predictable cash flow and your desire to leave a legacy. You also have the flexibility to adjust your plan as necessary to financially support your desired pre- and post-retirement lifestyle.
Financial Risk Management
Insurance protection is a crucial component of a comprehensive, long-term wealth plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance coverages that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance. We will also review your existing insurance policies.
Insurance products are offered through our affiliated nonbank insurance agencies of Wells Fargo & Company and are underwritten by unafiliated insurance companies.
Business Advisory Services
We work with you and your other professional advisors to assess your unique situation and recommend investment strategies designed to increase your business valuation and personal net worth.
If you’re growing, buying or selling a business, we will explain the wide scope of alternatives and assist you in making complex investment decisions.
Education Funding
Please consider the investment objectives, risks, charges and expenses carefully before investing in a 529 savings plan. The official statement, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest.
Charitable Giving
Lighthouse Wealth Management will help you define your charitable giving and philanthropic objectives and offer potential strategies to help achieve those goals in a tax-advantaged manner.
