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Services

At Lighthouse Wealth Partners, we provide expert assistance in the following areas:

INVESTMENTS

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

FINANCIAL PLANNING

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

INSURANCE

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
Menu of Services<br/>

Menu of Services

Our business is built on a foundation of thoughtful client relationships. Get in touch to find out more about what we offer. Download our LWP Menu of Services and get in touch to let us assist you in reaching your financial goals. 

Download the Menu of Services