Let us help your employees manage their investments and plan for their retirements. Our financial advisors have years of experience in navigating the intricacies of each employee’s individual needs.
When other companies may only pop in once a year to renew or update services, we schedule quarterly lunch-and-learns in the comfort of your office to make sure your employees are equipped for the future. We are also available for one-on-one meetings to ensure you are getting the most out of your chosen retirement strategy.
Our team caters to the individual; we can help you find and develop the plan that’s right for your and your employees, using techniques like fee benchmarking and vendor analysis.
We are able to provide a whole host of services, including 401(k) plans, 3(21) and 3(38) Fiduciary Risk Management services, and much more. Our plans are tailored to the expected retirement lifestyle, level of risk, withdrawal terms and many other factors of your employees, with an in-person touch. Our financial advisors are available for any questions, concerns, or details needed with the simplicity of a local phone call.
We are able to offer seamless retirement plan transitions for employees coming from other companies that we cover, and even provide ongoing management services during the golden years of retirement.
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 below on a selection of our financial investment service offerings.