Welcome to Lighthouse Wealth Partners
We are an independent financial services firm focused on guiding your way toward a secure financial future.
Are you IRA Savvy? Free, live, educational seminars coming near you!
Join us for IRA Savvy LIVE. We'll be in Wilmington and Brunswick County.
Still working? Worried about retirement planning? IRA planning is a complex process. The decisions people in the workforce make now can have a tremendous impact on their overall retirement plan. During this educational webinar, Bill Callahan and Ryan Thomas will walk you through the IRA planning process and answer many of the questions that come up when pre-retirees attempt to understand the nuances that comprise today’s IRAs. Parking is free; a light supper will be provided.
Find the FREE session nearest to you:
- Wilmington: Tuesday, June 13, 6:30—8:30 p.m., UNCW, Wagoner Hall, Madeline Suite, Wilmington
- Brunswick County: Thursday, June 15, 6:30—8:30 p.m., Town Creek Community Building, Town Creek Park, Winnabow.
The benefits of working with a Certified Financial Planner®
Working with a CFP® professional is an important first step toward reaching your financial goals. As part of the certification, these advisors meet rigorous education and experience requirements, and they commit to high ethical and professional standards.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
TAX PLANNING
It’s not about how much you save, but how much you keep. We work closely with our clients to learn their individual situations and structure a plan that maximizes the use of current tax codes.
RETIREMENT PLANNING
We all dream of the day that we can step away from working and enjoy time on our own terms; however, there are many factors to consider when planning for that day: inflation, market risk, longevity and medical expenses are just a few. We have experience navigating these waters, so let’s start a conversation to begin working on a strategy for your big day.
ESTATE AND TRUST PLANNING
Is it important to protect the ones you love after you’re gone? We strategize together to safeguard your lifestyles and property. It may also be important to consider taxes and costs that inevitability come with processing these events. You’ve worked hard for your assets, it makes sense to preserve them.
