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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!
Are you investing in the future of your business beyond the office? Employer-sponsored retirement plans may seem like the “bells and whistles” portion of your business plan, but they add an invaluable benefit to you, your staff, and your company. Learn how to benefit your business and your future by offering a plan such as a 401(k) or SEP IRA.
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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.
Lifetime estate tax exemptions are set to decrease significantly starting in 2026. So what does this mean for you? Don’t wait any longer to adjust your plan. With strategic planning today, we can help you minimize your tax liability to preserve more of your hard-earned assets for your loved ones.
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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.
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.
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
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.
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/
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.
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/
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.
#FinancialAdvisor #FinancialManagement #FinancialPlanning #WealthAdvisor #WealthPlanning #WealthManagement
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/
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 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/
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.
#WealthAdvisor #FinancialAdvisor #FinancialManagement #FinancialPlanning #WealthPlanning #WealthManagement
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/
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.
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/
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.
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/
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.
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/
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.
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/
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.
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/
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.
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/
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.
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/
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.
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/.
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.
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/.
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.
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.
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.
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The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
*Forbes Best-in-State 2022 Methodology: https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=19b3e6237fee
Forbes Best-in-State 2021 Methodology: https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=4f642acb6d22
Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
**Raymond James Leader’s Council, Tommy Doerfler, (2014-2023): Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with SageSpring Wealth Partners.
©Lighthouse Wealth Group. Lighthouse Wealth Group, and SageSpring Wealth Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice. Investment advisory services offered through SageSpring Wealth Partners.
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