Georgia Financial Professionals
Lighthouse Investment Advisors, Inc.
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and maintains family harmony after you’re gone.
Financial Strategies
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Insurance Solutions
Some retirees underestimate the impact a big market loss may have on the future of their income. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Investment Management
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Retirement Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%% , we are here to help you navigate throughout each phase – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Shining a Light On Your Financial Future
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Color of Money Risk Analysis
Schedule Your Complimentary Analysis
We look forward to working with you and will get back to you as soon as possible regarding scheduling.