Lighthouse Financial Services, Inc.

Our Wealth Management Service helps you climb over the obstacles to wealth success.

From one generation to the next, Lighthouse Financial is here for you.

We wish you a very Happy Easter!

Looking for more from your advisor? We're the advisory firm you wished you always had. https://bit.ly/2LRsrwH

Love the financial advisor you are with. Join Lighthouse Financial today. https://bit.ly/2megO7T

We are courageous, methodical, and consistent in the face of uncertainty. https://bit.ly/2vTiwDQ

We honor and celebrate our past and current Presidents today.

Love the people in your life this weeked!

Did you know that investment strategies have a personality that impacts returns? Schedule your consultation. https://bit.ly/2TbXdIC

It's time to begin collecting and organizing your tax information for our CPA!

Wish Rob McDaniel a Happy Birthday today!

Let's work together in 2021! We do the heavy lifting so you don't have to. Call 714-572-8900 to learn more.

We honor and thank our Veterans today. Thank you for your service.

Is your retirement plan in place? If not, contact our retirement specialist for a complimentary consultation. https://bit.ly/2megO7T

Now more than ever, retirement expertise is paramount to long-term viability. Speak with a credentialed retirement specialist before you retire. https://bit.ly/39SHn9x

There are only 8 weeks left to take advantage of tax saving strategies for 2020. Contact us to learn how our services can meet your need. https://bit.ly/39SHn9x

Enjoy your Halloween Weekend!

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Financial Planning may change your life by preparing you for a successful retirement. Learn more here: https://bit.ly/3bXuHA3

To invest is to accept risk; to invest successfully is to manage risk wisely. At Lighthouse Financial, we help clients achieve their goals so they can sleep well at night. Learn more here: https://lighthouselink.com/

Several new laws were passed in 2020 that may impact your tax liability. Schedule a call to learn more about our tax planning services. https://bit.ly/2Jyrhqz

Are you ready for retirement? Download our 25 Tips on Retirement. https://bit.ly/3d7Lr8U

Are you ready to hire a new advisor? Schedule a virtual meeting to learn more about our services. https://bit.ly/2megO7T

Are you worried about how your portfolio will perform during the next downturn? Download our article about Hidden Portfolio Risks. https://bit.ly/3jsNeYm

Hoping to retire this year? Schedule an appointment to learn more about our retirement planning services. https://bit.ly/2Jyrhqz