Lighthouse Services is about implementing the great ideas in finance for our clients.
At Lighthouse Services, our investment approach is based on a belief in markets. Rather than attempting to predict the future or outguess others, we draw information about expected returns from the market itself—leveraging the collective knowledge of millions of buyers and sellers as they set security prices.
Trusting markets to do what they do best—drive information into prices—frees us to spend time where we believe we have an advantage, namely in how we interpret the research, how we design and manage portfolios, and how we service our clients. We take a less subjective, more systematic approach to investing—an approach we can implement consistently, and investors can understand and stick with, even in challenging market environments.
Consistently delivering our services, scheduled face to face reviews are encouraged, we have an open-door policy, our clients are prepared to and through retirement. When was the last time you saw your broker?
Lighthouse Services offers regular HR lunch-and-learns, ensuring that your HR team is aware of current issues and that no rip-tides will drag you under and disrupt the quality of your life.
We provide investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Lighthouse Services manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments, and all other investment accounts. Lighthouse also facilitates IRA rollovers from 401(k)s and 403(b)s.
Discover a much different investment experience
As true fiduciaries for our clients — meaning we always put each person’s interests ahead of our own – Lighthouse Services is here to lend an expert hand to help solve a wide range of financial planning issues.
Retirement Income Plan
Social Security Maximizer
Life Insurance, Disability, and Long Term care checkup
Provide a Reasonable Rate of Return
Focus on growing your business instead of dealing with bureaucracy and paperwork. Call Lighthouse today to see how we can help you navigate the waters of planning for you and your employee’s futures!
Expanded information may be found here Transforming Lives through Financial Science
Your Future Just Got Brighter