A Personalized Solution for You
A successful plan starts with taking the time to learn about your family and relationships. Prioritizing what is important to you is the beginning of establishing a long-term, successful relationship built on trust. As we gain a better understanding of your financial life, we can create a customized plan suited to your needs.
Financial plans may include:
- Goal Setting for Retirement
- Retirement Account Withdrawal Strategies
- Education Funding
- Legacy Bequests
- Tax Planning
Risk Assessment for Financial Planning
We craft our financial plans with a conservative approach. Stress testing our projections helps to ensure that higher-than-expected inflation or longevity and lower-than-expected interest rates or stock market returns will not compromise your ability to enjoy the future you want.
We evaluate client risks and review their insurance coverages. To the extent that insurance needs arise, we make referrals to trusted agencies whom we believe operate in our clients’ best interest and do not compensate us in return. Lighthouse Wealth Management is not an insurance agent or broker.
About Lighthouse Wealth Management
Lighthouse Wealth Management provides financial planning services from our offices in Camp Hill, Hanover, and Lancaster, Pennsylvania, as well as Westminster and Frederick, Maryland. Our advisors also helps clients with asset management, estate planning, and tax planning.
To learn more about how Lighthouse Wealth Management can help you with your financial planning needs, contact us.