Welcome to Lighthouse Wealth Partners
We are an independent financial services firm focused on guiding your way toward a secure financial future.
Follow up: Jan. 31 Savvy Social Security Webinar
We hope that you were able to attend our recent webinar “Savvy Social Security Planning: What Baby Boomers need to know about their retirement income.” If you'd like to refresh your knowledge, or were not able to attend, here is the link to the recording on our YouTube channel.
We are also providing
- A helpful Social Security Quick Reference Guide.
- And the Jan. 31 Social Security PowerPoint (PDF).
If you have any questions about the presentation or handout or need more information about applying for Social Security, don’t hesitate to reach out to us.
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.
