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Investments

Investment Services

Investment Services

Lighthouse Capital Planners will be your trusted partner toward financial success and wealth building. I offer a comprehensive range of investment services to help you achieve your financial goals and secure a prosperous future.

I am committed to empowering you with the knowledge and tools needed to make sound investment decisions. Whether you are a seasoned investor or a novice, along with my staff to assist you,  I am dedicated to helping you navigate the world of investments and build a prosperous financial future.

Bonds

Discover a diverse selection of bonds tailored to your risk tolerance and investment objectives. My experience and knowledge will help guide you through the process, to help ensure you make informed decisions to optimize your returns.

Common Stock

Unlock the potential of the stock market with our common stock investment options. Whether you are a seasoned investor or just starting, I am  here to help you build a well-balanced and profitable stock portfolio

Mutual Funds/Index Funds

Diversify your investments through our carefully curated mutual funds and index funds. Benefit from professional fund management and capitalize on the growth potential of a broad range of assets.

Exchange Traded Funds

Explore the efficiency and flexibility of Exchange Traded Funds. Our platform offers a variety of ETF options, allowing you to trade and invest in different sectors with ease.

Individual Retirement Accounts (IRAs)

Plan for your retirement with our range of IRA options, including Educational IRA, Traditional IRA, Roth IRA, SEP IRA, and Simple IRA. We help you navigate the complexities of retirement planning and make choices that align with your long-term objectives.

Brokerage Accounts

Seize control of your investments with our user-friendly brokerage accounts. Enjoy a seamless trading experience and access to a wide array of investment opportunities.

Treasury Bills and Government Securities

“Invest in the stability of Treasury Bills and Government Securities. Our platform provides you with secure options to preserve and grow your wealth.

Helping Business Owners and Families Make Smart Decisions with Their Money


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