Don't let the economy dictate your retirement.

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

What Our Clients Are Saying:

When asked how our firm has exceeded expectations, Debra S. stated:

“Love the personal touches and caring attitude.”
— Debra S.

Debra S. is an investment advisory and insurance client and has not been compensated for this statement.

When asked the main reason for working with our firm, Anon. stated:

“Always involved and ready to help!”
— Anonymous

Anon. is an insurance client and has not been compensated for this statement.

“You take the guesswork out of money management by helping me make the right choices.”
— Anonymous

Anon. is an insurance client and has not been compensated for this statement.

"Very easy to talk to and understand." Wendy and Moya helped me realize I could retire many years before I thought it was feasible."
— Beth L.

Beth L. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience.

“Honest, professional, knowledgeable, caring, & so, so helpful.”
- Nancy J.

Nancy J. is an insurance client and has not been compensated for this statement.

“Wendy and Moya are the best as far as I’m concerned when it comes to giving advice about your financial concerns. They are very committed to their clients and respond to all your needs. They treat everyone the same and I would highly recommend them.”
- Joyce R.

Joyce R. is an insurance client and has not been compensated for this statement. May not be representative of all client experience.

“Without Wendy and Moya's sound financial advice, I would not feel secure about my retirement. Their advice was based on my needs and wants, not their commissions... they don't claim to know all the answers, however they will find the right one.”
- Flora

Flora D. is an insurance client and has not been compensated for her statement. May not be representative of all client experience.

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.

View Our Seminar Calendar

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.

Schedule a Meeting Today

INSTANT DOWNLOAD

Will Your Money Last as Long as You Do?

Check out this 6-page instant download for the key financial challenges that can make — or break — your income plan in retirement:

  • Living longer in retirement, including how to potentially minimize taxes
  • Higher health care expenses, such as managing increased prescription-drug costs
  • Long-term care, including a strategy to address in-home caregiving expenses
 

  • By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Download Now!

“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?

risk-25
risk-35
risk-45
risk-55
risk-65
risk-75

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!

Find Your Risk Number

Lighthouse Financial Group, LLC, AEWM and Riskalyze are not affiliated companies. Lighthouse Financial Group, LLC and AEWM cannot guarantee the accuracy or completeness of the Riskalyze software or outputs. Riskalyze is intended to be used as a tool in designing a financial portfolio.