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:


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


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


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


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


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


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!

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.