Financial Planning Resource

Wealth Transfer Series: How to Choose an Executor

There comes a point in everyone’s life where they need to plan for what happens after they’re gone. A key element of this plan is appointing someone who will handle the challenges that come with your estate. That person is known as an executor and Lighthouse’s Senior Advisor, Tommy Doerfler is here to answer your questions about naming/choosing an executor for your estate.

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Newsletter

Newsletter – Spring 2021

Newsletter – Spring 2021 Every quarter, we release a newsletter with updates and recaps from our office and personal lives. Read below or click here

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Newsletter

Newsletter – Winter 2021

Newsletter – Winter 2021 Every quarter we release a newsletter with updates and recaps from our office and personal lives. Watch this video referenced in

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Financial Planning Resource

2021 Outlook – Live Webinar

On the heels of a tumultuous U.S. presidential election, and with the world’s economy and markets subject to extended pandemic-induced uncertainty, you may have questions about positioning portfolios for the year ahead.

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