Lighthouse Services Insurance & Investments provides personalized financial guidance to individuals, families, and business owners seeking to plan, save, and grow with confidence. Its approach centers on understanding each client’s goals and circumstances, then developing and regularly reviewing strategies designed to keep their financial plan aligned as life and priorities change. The firm’s wealth management services include investment and financial planning, retirement planning, tax strategy, estate planning, trust services, risk management, charitable giving, insurance planning, wealth transfer, and educational planning.

For small and mid-sized businesses, Lighthouse offers group benefits consulting, major medical, dental and vision coverage, group life and disability solutions, executive compensation planning, 401(k) plans and compliance, payroll and HR support, employee education, and succession planning. These services aim to help businesses address operational needs, remain competitive, and support employees.

Lighthouse guides clients through a process of planning, implementing, and monitoring strategies, with ongoing advice and check-ins to assess progress. The firm also provides financial articles, guides, and tools covering retirement, investing, estate matters, insurance, and taxes.