Get Started In

3 Easy Steps

Use the form below to schedule a meeting with us. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

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.

Are You...

Interested in Becoming a Lighthouse Client?

I'm not a Lighthouse client yet, but I would like to:
- Learn more about becoming a Lighthouse client
- Talk to someone about my retirement
- Get more information about Lighthouse
Name*
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A Current Lighthouse Client?

I'm a current Lighthouse client, and I need to talk to someone about:*
- Making a withdrawal
- Taxes
- Account Updates (phone number, email, mailing address, beneficiary, etc.)
- Other
Please Explain*
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912.354.4200

140 Johnny Mercer Blvd, Suite 2
Savannah, GA 31410

REQUEST YOUR MEDICARE SUPPLEMENT QUOTE TODAY!

Whether you’re a new Medicare beneficiary or a longtime Medicare Supplement owner, we’re here to help you explore your plan options. As part of our commitment to creating you-focused strategies, we offer no-obligation Medicare Supplement insurance quotes; that means no hassle, and no pressure to apply.

Request Your Quote!

Step 1 of 5

20%

Name*
First Last
Spouse's First and Last Name (if applicable)
First Last
Email*

Street Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Phone Number*

Current Age*
Spouse's Current Age
Medicare Part B Effective Date*
MM slash DD slash YYYY
Spouse's Part B Effective Date
MM slash DD slash YYYY

Do you currently have a Medicare Supplement Plan?*
- Yes
- No
Medicare Supplement Plan insurance carrier (if applicable)
Spouse's insurance carrier (if applicable)
What plan letter? (For Example, Plan F, or Plan N)
Spouse's plan letter? (For Example, Plan F, or Plan N)

By clicking “SUBMIT” you are agreeing to the following three statements:

1. I acknowledge that Lighthouse Financial Group, LLC is not affiliated with Medicare, CMS or any government agencies.

2. I give my written consent for a Lighthouse Financial Group, LLC staff member or agent to contact me through the contact information I have provided in this form.

3. I hereby request a Medicare Supplement quote from Lighthouse Financial Group, LLC. I acknowledge and understand that I will be contacted by a licensed sales agent regarding the purchase of a Medicare Supplement plan.
Lastly, are you aware that submitting this form does not enroll you into Medicare or a Medicare-related product?*
- Yes
- No
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Request Your Quote!

Lighthouse Financial Group, LLC., is not affiliated with or endorsed by the U.S. Government or any governmental agency.

Any and all other services related to Medicare is an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.

Contact Us

Phone: 912.354.4200
Fax: 912.354.4209
Email: info@lifigroup.com

Our Location

140 Johnny Mercer Blvd, Suite 2
Savannah, GA 31410
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Check Us Out

FORM CRS

Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Lighthouse Financial Group, LLC. Lighthouse Financial Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Lighthouse Financial Group, LLC are not subject to Investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection, benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

“Best of Savannah” is an annual reader survey conducted by Savannah magazine. Winners are chosen by an online and paper ballot vote of its readership and audience, and no speci c criteria is utilized to determine honorees. The majority of voters may not be clients of Lighthouse Financial Group. The designation is not representative of any one client’s experience and is not indicative of future performance. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.

“Best Of” is an annual survey conducted by Savannah Morning News and Ventures USA Today Network. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner. The majority of voters may not be clients of Lighthouse Financial Group, and some voters may be friends or family of firm employees. The designation is not representative of any one client’s experience and is not indicative of future performance. 1791878 - 9/23