Updates From The Lighthouse Team

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Meet the Team
Meet Daniel Peterman

Growing up, Daniel Peterman learned firsthand the negative impact poorly-informed financial decisions can have on a household, and the stressful toll they can put on a family. It’s that strife that motivated him to become a financial advisor and help understand their finances and achieve their goals.

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Newsletter
Newsletter – Fall 2021

Newsletter – Fall 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 – Summer 2021

Newsletter – Summer 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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Financial Planning Resource
The Market & Inflation

Are you worried about the inflation you’re seeing? Wondering what, if anything, you should do with your investments to prepare?

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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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Quality Financial Content For Your Education

As part of our initiative to increase your wealth knowledge, we regularly release quality, informative financial content pertaining to various topical and important issues and concepts. If you input your email in the field at the top of the page, you’ll be notified when new videos and resources are announced. 

Our resources generally fit into one of three categories: 

Informative videos containing deep dives into important subjects, like Medicare or estate planning. These videos are short and focused to ensure you retain the most necessary information. 

-Our Interview With An Expert series features long-form interviews with experts on various topics, such as caregiving and surviving on a fluctuating income. These videos will more fully explore the nuances and complications inherent in real world situations.

-Regular newsletters and blog updates keep our clients informed of current trends and occurrences that could affect their individual investments and accounts. 

Our team is constantly working to keep your family updated and educated on financial concepts and trends. Remember to put your email in the field at the top of the page to continue learning about these important concepts! You can also subscribe to our YouTube channel for immediate video updates! 

 

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