Lighthouse Wealth Group

Lighthouse Wealth Group Lighthouse Wealth Group is a boutique wealth management firm serving business owners, women investors, and pre-retirees.

We specialize in retirement planning, tax-efficient investment strategies, business exit planning, and generational wealth planning. As advisors, our specialty is providing conservative, confidential, and comprehensive investment advice to our clients- in order to help them effectively and efficiently save for retirement, mitigate taxes, and transfer their wealth. What Our Team Does For You...

Retirement Planning
Professional Investment Management
Estate Planning Strategies
Insurance Planning
College Savings Plans

Had a bonus year? Sold a business? Sitting on appreciated stock you've held for years?A donor-advised fund (DAF) might b...
07/10/2026

Had a bonus year? Sold a business? Sitting on appreciated stock you've held for years?

A donor-advised fund (DAF) might be worth a conversation.

Here's the idea in plain terms: a DAF lets you separate *when you get the tax deduction* from *when the charity actually receives the money*. You contribute cash, securities, or other assets now, take an immediate deduction (subject to AGI limits), and then recommend grants to the causes you care about on your own timeline — this year, next year, or for years to come.

A few reasons families and business owners consider this strategy:

🔹 Potentially avoid capital gains tax on long-term appreciated securities
🔹 Simplify giving into one account with one tax receipt
🔹 "Bunch" several years of giving into a high-income year
🔹 Involve the next generation and build a family giving legacy

It's not the right fit for everyone, and the details — deduction limits, how it compares to a private foundation, timing — really do depend on your specific situation.

If you're curious whether a DAF could be part of your giving and tax strategy, let's talk it through.

👉 Ask us how this may apply to your situation.

Our LHWG Summer 2026 Update is now available.In this issue, we cover where markets stand at the midpoint of the year, wh...
07/08/2026

Our LHWG Summer 2026 Update is now available.

In this issue, we cover where markets stand at the midpoint of the year, what World Cup ticket prices can teach us about inflation, resources from our recent retiree safety webinar, and a few reflections from time spent with advisors and analysts across the country.

It’s a practical mid-year check-in designed to help you stay informed, grounded, and focused on what matters most.

Download the Summer Newsletter here: https://ow.ly/W5jl50ZjQSH

07/06/2026

A safe retirement is not just about having enough money. It is also about knowing how to protect yourself, your family, and the life you have worked hard to build.

In our latest webinar, “Awareness & Preparedness: A Retiree’s Guide to Personal and Financial Safety,” we share practical reminders and habits that can help retirees stay more aware, confident, and prepared.

This is a great resource to watch and share with someone you care about.

Watch the full webinar here: https://ow.ly/pTzp50Zitx7

Download the 15-Day Vigilance Challenge here: https://ow.ly/Wc1j50Zitxi

Happy 4th of July from all of us at Lighthouse Wealth Group!Today, we celebrate the freedom, independence, and opportuni...
07/04/2026

Happy 4th of July from all of us at Lighthouse Wealth Group!

Today, we celebrate the freedom, independence, and opportunity that make our country so special. We are grateful for the families, clients, and community we have the privilege of serving, and we hope your day is filled with good food, meaningful time with loved ones, and a few fireworks along the way.

Wishing you and your family a safe and happy Independence Day!

07/03/2026

Retirement should come with freedom, confidence, and peace of mind — but today’s world also requires awareness.

Our recent webinar, “Awareness & Preparedness: A Retiree’s Guide to Personal and Financial Safety,” focuses on practical steps retirees and their families can take to stay alert, recognize potential risks, and protect both personal and financial well-being.

This is a valuable conversation for anyone who wants to enjoy retirement while staying prepared for the unexpected.

Watch the full webinar here: https://ow.ly/PFyz50ZituT

Access the 15-Day Vigilance Challenge here: https://ow.ly/etRG50ZituY

07/01/2026

Retirees spend decades building financial independence — but protecting that independence requires more than just a good investment plan.

In our recent webinar, **“Awareness & Preparedness: A Retiree’s Guide to Personal and Financial Safety,”** we covered practical ways retirees and their families can stay alert, prepared, and protected in everyday life.

From personal safety habits to financial awareness, this conversation is a helpful reminder that confidence in retirement also comes from knowing how to recognize risks before they become problems.

Watch the full webinar here: https://ow.ly/jgwp50ZitpJ

You can also access the **15-Day Vigilance Challenge** here: https://ow.ly/aXpY50ZitpP

06/30/2026

The World Cup is a fun reminder of how prices change over time. Tickets that were around $25 in 1994 are now closer to $60 today — a simple example of how inflation quietly impacts purchasing power over the long run.

06/29/2026

Trump Accounts may create a new opportunity for families to start investing early for the next generation. In this video, we break down how these accounts work, who may be eligible, and why early contributions can make such a powerful difference over time.

For families thinking beyond college savings, Trump Accounts could become part of a broader generational wealth strategy — helping children build long-term financial momentum before they even enter adulthood.

As with any tax-advantaged account, the details matter. Contribution rules, withdrawal rules, tax treatment, and investment options should all be reviewed carefully before making decisions.

Visit our website to learn more about planning strategies for your family’s future. https://ow.ly/CNpR50ZhnJp

Charitable giving can be about more than writing a check at year-end.A Donor-Advised Fund can help you give more intenti...
06/26/2026

Charitable giving can be about more than writing a check at year-end.

A Donor-Advised Fund can help you give more intentionally, receive a potential tax deduction now, and support charities on your own timeline. It can also be a smart strategy for families who want to involve the next generation in giving and build a lasting charitable legacy.

DAFs may be especially helpful if you:

• Have a high-income year, business sale, bonus, or liquidity event
• Own highly appreciated stock or other low-basis assets
• Want to “bunch” charitable deductions
• Prefer one organized account for giving
• Want to create a family giving strategy over time

The key is making sure the strategy fits your broader tax, estate, and financial plan — not just giving for the sake of a deduction.

At Lighthouse Wealth Group, we help families think through how charitable giving can support both their values and their long-term planning goals.

Visit our website to learn more: www.lighthousewealthgroup.com

Father’s Day is a great reminder that some of the most important lessons we learn are not always taught in formal ways.T...
06/21/2026

Father’s Day is a great reminder that some of the most important lessons we learn are not always taught in formal ways.

They come through example, sacrifice, consistency, hard conversations, encouragement, and showing up when it matters most.

Today, we celebrate the fathers, grandfathers, mentors, and father figures who help shape the next generation—not just financially, but through wisdom, character, and love.

Happy Father’s Day.

Address

2550 Meridian Boulevard #200
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16296547190

Website

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