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.
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.
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.
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.
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 nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
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.
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.