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Client Services

After all, It's Your Money!

After all, It's Your Money!

At Lighthouse Capital Planners, we are committed to guiding you through every stage of your financial journey. My holistic approach helps ensure that each service contributes to the overall success of your financial plan, providing you with confidence and peace of mind.

I begin our process with a discussion about what matters most to YOU because, ultimately, it's your finances. I then formulate a comprehensive strategy tailored to support your lifestyle and facilitate the achievement of your specified goals. Once I understand your aspirations, we explore various tools to effectively implement the devised strategy.

Financial Planning

<strong>Financial Planning</strong>

Asset Accumulation

Asset Distribution

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

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Investments

<strong>Investments</strong>

Bonds

Common Stock

Mutual Funds/Index Funds

Exchange Traded Funds

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

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Insurance

<strong>Insurance</strong>

Fixed and Index Annuities

Life Insurance

Long-Term-Care Insurance 

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Keys to a Successful Relationship

I provide comprehensive financial planning in the context of a long-term partnership.

Through our experience I have learned it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship – one where I can help you achieve your financial and lifestyle goals.


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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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