Broker Check
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
Agent Photo

Let Lighthouse Financial Group, Inc. be your guiding light when you have questions or concerns regarding your insurance needs.

What We Do

At Lighthouse Financial Group, Inc. we are specialists in insurance services. Our focus is in Life and Health Insurance, also Medicare Supplements and Advantage Plans. We help our clients save for retirement with Annuities.

We value the Golden Rule and treating others as we would like to be treated and therefore operate on that principle. Our success in this business has been achieved by operating on that rule and by having a genuine interest and care for our client's and their needs. Our client's value our extensive knowledge, service, and care that we provide.

In the near future we expect to hold seminars to educate the community on life and health products.

Products & Services:

  • Free consultations; come ask us questions
  • Health Insurance
  • Medicare Supplements
  • Guaranteed Issue Life & Health Plans
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Group Health and Life Insurance
  • Medicare Advantage Plans
  • Prescription Drug Plans
  • Short Term Health Insurance
  • Dental Insurance
  • Vision Insurance


Call Us Today!

Appointments & Walk-ins are available for your convenience. We would be happy at anytime to sit down with you and let you know the options that are available for your unique situation. We pride ourselves on educating and giving choices to our clients.


Office Hours:

Monday - Friday 9am to 5pm

Evening & Weekend Appointments Available

Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

View all articles arrow

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow