Our Financial Services

Senior Couple Meeting With Male Financial Advisor At Home

We Offer A Personal Approach

The ever-changing fiscal landscape of exciting hills and worrying valleys can be almost impossible to navigate effectively without an experienced guide. Let our team of advisors help you find the right investment strategy to help fulfill your goals.

Our Specialties

Our team specializes in the following financial planning areas.

Business Owner Planning

Business Owner Planning

Business owners face a unique set of challenges. We work with business owners, not only with their personal finances, but on financial solutions for their business as well. We help from conception to the sale of a business and everything in between. Let us help you strategize, collaborate, and build your wealth with the goal of helping you find professional success and personal satisfaction.

Estate Planning Strategies After The Loss Of A Loved One

Estate Planning Strategies After The Loss Of A Loved One

The loss of a loved one can be emotionally devastating, but without careful attention to estate inheritance requirements, it can be just as devastating financially. Let us help you organize and cope with the estate inheritance requirements and other details, so that you can focus on healing.

Planning For Retirement

Planning For Retirement

Saving a portion of your wages for retirement is only a fraction of what is needed for a complete preparation plan. We work with you to define your retirement goals. Then we create a plan to help you achieve them.

Family Wealth

Family Wealth

Every family has its own set of trials and tribulations. As your trusted family advisors, we're here to help alleviate the stress of managing the continuation of your family's legacy and help them every step of the way.

Our Financial Services

Steward your finances in a way that represents your values.

We can’t achieve our dreams without a well-defined plan. After clearly outlining your retirement goals and reviewing our various financial services, we will help create and implement a multifaceted strategy for success! 

Happy Senior Couple in Retirement 

You’ve planned your whole life for this moment… now what?

The transition into retirement can be fraught with more emotion and complication than you expect. Let us help you successfully navigate this life phase to find your happiness. 

An elderly Indian man at the retirement house

It may be difficult to consider, but properly managing your estate can help you take care of your loved ones – even after your passing. Let’s plan ahead to distribute your assets in a way that preserves your legacy, your family, and your passions. 

close up of old man and young woman holding hands

Business owners are in a unique position. They have to balance their personal aspirations with their professional goals. Together, we will create and implement a personalized plan to achieve all your dreams! 

Man working from home during the coronavirus pandemic

Like everything in life, sometimes your financial plans just need a second opinion. Give us a call to schedule your no cost, no obligation review of your financial status – no strings attached. 

Close-up shot of Accountants are reviewing company information.

Divorce signals the end of one chapter and the beginning of a new one. You have enough to think about during this potentially turbulent and emotional time. Let us help you find the best financial options for this new normal. 

Young man is taking off the wedding ring. Close up view. Divorce concept

The decision to change careers, whether due to necessity or preference, is a brave one. There’s a lot to process emotionally and many options to consider when planning your next move. Let us help you successfully manage and grow your finances during this complicated transition. 

Getting a job

First and foremost, we provide a listening ear. It’s important for us to learn everything we can about you and your family’s wealth, family dynamics, goals, hopes (and dreams), fears and concerns. The more we understand what you are trying to accomplish, the better we can advise. Confidentiality is the cornerstone of our practice, and it’s something we don’t take lightly. Empathy and compassion are also important in our relationships. We do not judge, criticize or talk in industry jargon. Instead, we educate our clients on wealth, and provide an investment strategy tailored to each individual families situation.

Maintain confidence that your business is properly valued and your resources properly allocated to create a profitable transfer with the careful guidance of our nationally accredited Certified Exit Planning Advisor® (CEPA). As a CEPA, Tommy Doerfler has undergone an intensive MBA-style program fine-tuning the critical skills required to ensure that you can plan ahead to properly capitalize and smoothly transition away from your business.

Handshake

Picking an insurance policy, whether it’s life insurance, disability, or otherwise, is hard work. It’s nearly impossible to know which companies are really providing high quality products and which simply want to make a sale. Let us help you review the options to make a wise and well-informed choice. 

Filling health insurance claim

We can partner with your current CPA to analyze, evaluate, and solve your income tax issues. If you don’t already have a CPA, no problem! We can refer you to one of our trusted colleagues. 

Senior Couple Calculating Taxes 

With higher education comes even higher tuition and materials costs. Whether you’re planning for a child, grandchild, or even yourself; we can help you find the right investment vehicle and comprehensive plan to make your dreams a reality! 

Piggy bank with calculator

In the upheaval of an unexpected or untimely death, many details and practical matters can get lost through the myriad of factors to consider. We can help you unravel the confusion, set priorities, and see the big picture when dealing with a loved one’s estate. 

Heartbroken elderly woman holding a wedding ring

There are an overwhelming amount of investment opportunities. We can help you sift through the available options to find the perfect fit for you and your family. 

 

Analyzing investment research 

Our first priority is to improve your financial life! In order to truly find success, however, you need to understand the fiscal concepts behind it. We take the time to explain the available options, potential risks, and benefits of every recommended course of action.

Entrepreneur explaining business idea

Our Ancillary Services

  • Survivor/Divorcee Income Planning
  • Employer Group Benefit Review
  • Medicare Insurance Planning and Enrollment
  • Fee Audit for Current Employer Retirement Plan
  • Generational, Inheritance, Sudden Wealth Planning
  • Company Stock Planning and Execution
  • Social Security Analysis and Enrollment
  • Private Health insurance Enrollment
  • Trust Services
  • Unwinding Concentrated Stock Strategies
  • Alternative/Private Equity Strategies
  • Financial Counseling
  • Debt Management
  • Financial Planning Meeting with 2nd and 3rd Generation
  • Deferred Compensation Benefits
  • Business Exit Strategies
  • Survivor/Divorcee Income Planning
  • Employer Group Benefit Review
  • Medicare Insurance Planning and Enrollment
  • Fee Audit for Current Employer Retirement Plan
  • Generational, Inheritance, Sudden Wealth Planning
  • Company Stock Planning and Execution
  • Social Security Analysis and Enrollment
  • Private Health insurance Enrollment
  • Trust Services
  • Private Lending Services
  • Unwinding Concentrated Stock Strategies
  • Alternative/Private Equity Strategies
  • Financial Counseling
  • Debt Management
  • Financial Planning Meeting with 2nd and 3rd Generation
  • Deferred Compensation Benefits
  • Business Exit Strategies

Our Value Statement

We partner with employers to help their employees to achieve retirement success while helping the company attract, retain and reward quality employees.

Our Onboarding Process

Let us dispel any confusion or uncertainty you may have about what happens next. Below you will find our regular meeting cadence when getting started with our team. 

FIRST 30 DAYS

Discover

  • Get an understanding of your financial situation.
  • Learn about your current financial team.
  • Discuss what is important to you.

Present

  • Present how Lighthouse Wealth Group can add value.
  • Describe what our relationship will look like moving forward.

Initiate

  • Set up your accounts.
  • Create online access.
  • Demonstrate how to read our statements.
INDEFINITELY

Review & Adjust

  • Update you on the market, your accounts, and recommend any changes needed to help keep you on track to your goals.
  • Propose adjustments your plan based on any updates to your lifestyle and spending habits.

CALL US

You deserve a financial plan centered around you and your preferences. 

Our Team of Professionals
Are Here for You