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.

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

Could Your Tax Bill in Retirement be TOO BIG?

Find Out in 30 Seconds

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
 

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“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!

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.