Videos for Investors

#WealthMatters

Topical, Informative Videos For Investors

You shouldn’t have to get a finance degree to be an active participant in your own wealth management. Lighthouse Wealth Group is constantly creating new, engaging videos for investors to help you understand these confusing topics. Take a look at our complete video collection below!

Wealth management and financial planning are intricate topics with many complicated facets. It’s easy to be overwhelmed and confused when exploring all of the available options for your future. We are here to guide you and help you find the right path for your most effective education.

Each short video is focused on a different financial topic. Within a few minutes, we strive to break down these complicated concepts into strategic bullet points for your comprehension and understanding. With these videos, you can be an active participant in your wealth management – even without a finance degree!

We want you to confidently understand your wealth and our recommended strategies. That’s why we create these focused videos, exploring important financial topics. To be notified of new video releases, put your email in the field above or subscribe to our YouTube channel.

Still have questions about your financial future? We’re happy to answer them. Contact us today!

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Generational Wealth: How to Preserve It

Generational Wealth: How to Preserve It

What’s the secret to successfully preserving and transferring your wealth? Leaving a legacy is a complex process. With the right estate plan, comprehensive financial education for family members, and strategic asset management, you can have confidence in your ability to provide for the futures of your loved ones. Learn more from Lighthouse Wealth Group’s Senior Executive VP, and reach out to us to hear how we can guide you toward a legacy that lasts for years to come.

https://lighthousewealthgroup.com/contact/
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At Lighthouse Wealth Group, our team of professionals is passionate about making a difference for you and your family through holistic, trustworthy financial planning solutions. We strive to help provide you with the resources, education, and support to feel confident navigating your finances and shaping your future. Join us as we shed light on your financial journey.

A Prospective Client's Biggest Fear

It takes a certain amount of vulnerability to entertain the idea of having someone advise you on your finances. We're here to help make that venture comfortable and safe. Come find out what our prospective clients are most often afraid of and how we can help.

#financialadvisor #prospect #finances

Get to Know: Lighthouse Wealth Group

Making informed and responsible choices to ensure your and your family’s financial future is what you’re all about. Now, find out what we’re all about. In this video, get to know the Lighthouse team, what drives us toward our mission and what we can do for you.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through SageSpring Wealth Partners., an independent registered investment adviser. SageSpring Wealth Partners and Lighthouse Wealth Group teams are not registered broker dealers and are independent of Raymond James Financial Services.

We Hear This Question The Most

As a financial advising team that specializes in creating personal, customized financial plans for our clients, it only makes sense we get asked A TON of questions. But if we had to narrow it down to the one we get asked the most, this would be it. Check out our latest video below about our MOST FREQUENTLY ASKED question, and feel free to reach out with any questions you have of your own. We love to hear them.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

Approach Changed

Find out how our approach has changed for our clients throughout the years, while maintaining the same great service.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

#FinancialAdvisor #FinancialManagement #FinancialPlanning #WealthAdvisor #WealthPlanning #WealthManagement

Meet Tommy Doerfler

Growing up with dreams of being a professional drummer, Lighthouse’s Senior Wealth Advisor, Tommy Doerfler, never thought the road of life would lead him to wealth management. But now, with 15 years of industry experience under his belt, he’s found his true passion; helping people discover and plan for their financial future. In this video, hear about Tommy’s journey and how his experience has shaped his mission to serve and assist his clients with their financial goals.

https://lighthousewealthgroup.com/meet-tommy-doerfler/

What You Didnt Know I Do

We throw around the term “Wealth Advisor” a lot here at Lighthouse. But, what does a Wealth Advisor actually do? In this video, Tommy lists some of the duties of Wealth Advisor, some of which may surprise you.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

#WealthAdvisor #FinancialAdvisor #FinancialManagement #FinancialPlanning #WealthPlanning #WealthManagement

Meet John O’Connor

John O’Connor’s passion is helping people. It’s that passion that has paved his career path to Lighthouse Wealth Group. As a Financial Planner, this Towson University graduate works with our clients, going through their accounts with a fine-toothed comb, to make sure they’re getting the most out of their money. In this video, learn more about what John does and how he can help you realize your financial future.

https://lighthousewealthgroup.com/meet-john-oconnor/

Meet Luke Fairchild

From an early age, Luke Fairchild knew he wanted to get into the financial service industry. Now, as Lighthouse’s resident Branch Associate, he’s right in the thick of it, conducting research for clients, prepping meetings and setting agendas. In this video, learn what drives Luke to work in this industry and why he feels right at home with the Lighthouse team.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

Meet Kelly Lynch

Kelly Lynch is the essential cog in the Lighthouse machine. As Client Services Associate, she’s the main point of contact with clients, responsible for routine account maintenance, and so much more. Hear more about the many hats Kelly wears in the video below.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

Meet Daniel Peterman

Daniel Peterman, a graduate of the University of Alabama, has been a wealth advisor at Lighthouse Wealth Group since 2018. His humble roots and first-hand experience of financial hardships allow him to understand how a family can be affected by poor financial decisions. All of this motivates Daniel on his journey to help individuals and families so they don’t have to experience a similar situation. In this video, learn about Daniel’s journey and why it’s so important to have an experienced advisor on your side.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

Robo Advisor vs Traditional

It's amazing to see how much technology has changed over the years. , so it's easy to see why there's such interest in robo advisors over traditional advisors. In this video, we discuss if going with a robo advisor is in your best interest.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

What To Expect At Our First Meeting

Meeting with a financial advisor for the first time can feel intimidating, but it doesn’t have to. In this video, Lighthouse Wealth Group’s Senior Executive Vice President, SWIG, Tommy Doerfler, goes over what to expect during a typical initial meeting with us.

When you are ready to meet and see what the team at Lighthouse can do for you, we’ll be here. Visit www.lighthousewealthgroup.com or call us at 615.861.6122.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

When To Hire an Advisor

When is the right time to hire a wealth advisor? Tommy Doerfler, Senior Wealth Advisor of Lighthouse Wealth Group is here with some of the most common instances when the services of a professional wealth advisor might be helpful. And if you ever find yourself in one of these situations, the team at Lighthouse is here to help. Find out more at lighthousewealthgroup.com.

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

A Day In The Life

Have you ever wondered what a wealth advisor does on a typical day? Come take a behind-the-scenes look into Lighthouse Wealth Group as Tommy describes his and his team's routine.
From connecting with clients one-on-one, to listening to and understanding specific concerns, the goal is clear; Lighthouse Wealth Group strives to make an impact in each of our client's lives by easing the financial burdens our clients face through managing their wealth. Lighthouse Wealth Group strives to help our clients develop tangible strategies to minimize risk, taxes, and build wealth in the long term.
Come find out in more detail what we do! Contact us at https://lighthousewealthgroup.com/contact/

Exit Strategy

A strong succession plan and effective exit strategy can help ensure your company will outlive your leadership and enter a new generation of professional success. In the beginning, this process can seem overwhelming. However, with appropriate planning and an organized approach, you can create a practical and personalized proposal for your business.

The advisors at Lighthouse Wealth Group are ready to provide the knowledgeable guidance and support necessary to create your exit strategy. Contact us today at https://lighthousewealthgroup.com/contact/ to schedule your appointment.

Want more in-depth information on this process? Watch our Interview with an Expert, Business Transition episode: https://www.youtube.com/watch?v=T1eFYcfZQzA&list=PL_ICvbvUVDyX3Yx_jmUxWQVPor5p8ZAxy&index=4&t=3s

Feel free to reach out to us at https://lighthousewealthgroup.com/contact/

Long Term Care Insurance

Do I need long-term care insurance?

Long-term care insurance helps cover the cost of assistance with daily living tasks. While no one wants to believe they will need this kind of care, advanced age, an unexpected accident, or serious illness can throw us into an unfortunate situation. While Medicare or other options provide coverage for doctor’s appointments, treatments, and hospital stays; they will not cover this kind of regular care. Preparing for this possibility before the need arises is essential to avoiding an unnecessary and potentially overwhelming financial burden.

If you need assistance identifying the right policy for your situation, the advisors at Lighthouse Wealth Group can help. Contact us to schedule an appointment: https://lighthousewealthgroup.com/contact/.

Wealth Transfer Plan

A seamless and successful transfer of wealth between your estate and beneficiaries requires preparation and planning. It’s important to review and revise your assets and documentation while communicating this vital information to the key players in your estate plan. Making your wishes clear to those involved will decrease confusion and stress when it’s time to distribute your assets and settle your affairs.

If you need help creating an effective wealth transfer plan, the advisors at Lighthouse Wealth Group are ready to assist! Contact us to schedule an appointment: https://lighthousewealthgroup.com/contact/.

Inside Medicare

In your youth and working years, most healthcare options are comprised of employer-sponsored plans and individual policies. After retirement age, however, this landscape will dramatically shift. Let's explore Medicare, its varying levels of coverage, and financial obligations. In this video, we will also discuss potentially necessary precautions to help ensure your best retirement health.

If you need help identifying and choosing a long-term care policy, the advisors at Lighthouse Wealth Group can help. Contact us to schedule an appointment: https://lighthousewealthgroup.com/contact/.

Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group and Lighthouse Wealth Group are not registered broker dealers are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states.

5 Ways to Prevent Identity Theft

Identity theft is an important issue, especially in our increasingly virtual world. While it’s an unsettling concept, it is possible to protect yourself and your finances. In this video, we will discuss proven methods for preventing identity theft and avoiding unnecessary damages to your wealth and reputation.

As always, Lighthouse Wealth Group is here for you. If you need guidance on how to best protect your assets or any other wealth management issues, contact us today. Contact us to schedule an appointment: https://lighthousewealthgroup.com/contact/.