Don't let the economy dictate your retirement.


We help design retirement income strategies that can lead to greater financial confidence in any market.


 

Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Get Started In

3 Easy Steps

discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

Evaluate

Using the Lighthouse Financial Group plan, we’ll examine your current financial situation and determine your retirement needs.

plan

Receive a custom strategy designed to help you reach your unique retirement goals.

“Our goal is to help you manage your finances so you can pursue your goals.

Wendy J. Wallace | Owner & Founder

Wendy

How much of your retirement savings can you afford to lose?

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Does your portfolio have too much risk? Or not enough?

Knowing your risk score can help you make appropriate investment choices. 

Find out your risk score with our riskalyze tool!

"Smart Women, Smart RetirementTM"

 - The Retirement Seminar

Join the millions of informed women who overcome financial challenges.

Based on principles outlined in "Smart Women Finish Rich" by popular nine-time New York Times bestselling author David Bach!

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