We Offer A Personal Approach
The ever-changing fiscal landscape of exciting hills and worrying valleys can be almost impossible to navigate effectively without an experienced guide. Let our team of advisors help you find the right investment strategy to help fulfill your goals.Our Specialties
Our team specializes in the following financial planning areas.
Our Financial Services
Steward your finances in a way that represents your values.
Planning For Retirement
We can’t achieve our dreams without a well-defined plan. After clearly outlining your retirement goals and reviewing our various financial services, we will help create and implement a multifaceted strategy designed for success!
Transitioning Into Retirement
You’ve planned your whole life for this moment… now what?
The transition into retirement can be fraught with more emotion and complication than you expect. Let us help you successfully navigate this life phase.
The transition into retirement can be fraught with more emotion and complication than you expect. Let us help you successfully navigate this life phase.
Planning Estate And Charitable Legacy
It may be difficult to consider, but properly managing your estate can help you take care of your loved ones – even after your passing. Let’s plan ahead by working with legal and tax advisors to distribute your assets in a way that preserves your legacy, your family, and your passions.
Saving Efficiently When Self-Employed
Business owners are in a unique position. They have to balance their personal aspirations with their professional goals. Together, we will create and implement a personalized plan designed to achieve all your dreams!
Analyzing Financial Situation & Suggesting Improvements
Like everything in life, sometimes your financial plans just need a second opinion. Give us a call to schedule your no cost, no obligation review of your financial status – no strings attached.
Sorting Financial Options With A Divorce
Divorce signals the end of one chapter and the beginning of a new one. You have enough to think about during this potentially turbulent and emotional time. Let us help you find the best financial options for this new normal.
Lighthouse Wealth Group Newsletter Q3 2024
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Lighthouse Wealth Group Newsletter Q1 2025
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Selling A Business
Maintain confidence that your business is properly valued and your resources properly allocated to create a profitable transfer with the careful guidance of our nationally accredited Certified Exit Planning Advisor® (CEPA). As a CEPA, Tommy Doerfler has undergone an intensive MBA-style program fine-tuning the critical skills required to help you can plan ahead to properly capitalize and smoothly transition away from your business.
Reviewing Insurance
Picking an insurance policy, whether it’s life insurance, disability, or otherwise, is hard work. It’s nearly impossible to know which companies are really providing high quality products and which simply want to make a sale. Let us help you review the options to make a wise and well-informed choice.
Solving Income Tax Issues
We can partner with your current CPA to analyze, evaluate, and solve your income tax issues. If you don’t already have a CPA, no problem! We can refer you to one of our trusted colleagues.
Saving For Education
With higher education comes even higher tuition and materials costs. Whether you’re planning for a child, grandchild, or even yourself; we can help you find the right investment vehicle and comprehensive plan to make your dreams a reality!
Estate Planning - After A Loved One's Passing
In the upheaval of an unexpected or untimely death, many details and practical matters can get lost through the myriad of factors to consider. We can help you unravel the confusion, set priorities, and see the big picture when dealing with a loved one’s estate.
Managing Investments
There are an overwhelming amount of investment opportunities. We can help you sift through the available options to find the perfect fit for you and your family.
Explaining What You Don't Understand
Our first priority is to improve your financial life! In order to truly find success, however, you need to understand the fiscal concepts behind it. We take the time to explain the available options, potential risks, and benefits of every recommended course of action.
Our Ancillary Services
- Survivor/Divorcee Income Planning
- Employer Group Benefit Review
- Medicare Insurance Planning and Enrollment
- Fee Audit for Current Employer Retirement Plan
- Generational, Inheritance, Sudden Wealth Planning
- Company Stock Planning and Execution
- Social Security Analysis and Enrollment
- Private Health insurance Enrollment
- Trust Services
- Unwinding Concentrated Stock Strategies
- Alternative/Private Equity Strategies
- Financial Counseling
- Debt Management
- Financial Planning Meeting with 2nd and 3rd Generation
- Deferred Compensation Benefits
- Business Exit Strategies
Our Onboarding Process
Let us dispel any confusion or uncertainty you may have about what happens next. Below you will find our regular meeting cadence when getting started with our team.
FIRST 30 DAYS
Discover
- Get an understanding of your financial situation.
- Learn about your current financial team.
- Discuss what is important to you.
Present
- Present how Lighthouse Wealth Group can add value.
- Describe what our relationship will look like moving forward.
Initiate
- Set up your accounts.
- Create online access.
- Demonstrate how to read our statements.
INDEFINITELY
Review & Adjust
- Update you on the market, your accounts, and recommend any changes needed to help keep you on track to your goals.
- Propose adjustments your plan based on any updates to your lifestyle and spending habits.
- Discuss what is important to you.
Call US
CALL US
(629) 654-7190
Our team advises on financial matters for select families in the area.