Lighthouse Financial Group, LLC

Lighthouse Financial Group, LLC Our mission is to provide quality retirement and income planning assistance to every client on an in

Lighthouse Financial Group, LLC is a financial services firm devoted to assisting Georgia residents in creating financial strategies through the use of investment and insurance products to custom suit their needs and objectives. We have developed our business by reaching out, nurturing and maintaining close relationships.

”Retirement shouldn't feel like a circus act. Step behind the curtain with our tax-efficient investing guide. 🎪”
08/26/2026

”Retirement shouldn't feel like a circus act. Step behind the curtain with our tax-efficient investing guide. 🎪”

Taxes can turn retirement into a three-ring circus. Our report reveals the real act: better asset location, tax-loss harvesting, Roth moves and year-round timing so more stays in your pocket. Grab a front-row seat. Download the report and let the IRS ringmaster crack the whip on someone else. 🎪

Retirement planning has never been about looking at just one piece of the puzzle. It’s about understanding how everythin...
08/25/2026

Retirement planning has never been about looking at just one piece of the puzzle. It’s about understanding how everything works together.

That’s why we created L.I.G.H.T. by Lighthouse, a way to visualize the five areas we believe deserve attention throughout retirement:

🔹 Legacy & Estate — Making sure what you’ve built passes on the way you intend.
🔹 Income — Creating reliable income you can count on today and tomorrow.
🔹 Growth — Growing what you have without taking on more risk than necessary.
🔹 Healthcare & LTC — Preparing for healthcare and long-term care costs before they become a financial burden.
🔹 Taxes — Planning ahead to help you keep more of what you’ve earned.

These aren’t five separate conversations. They work together. And as life changes, your retirement plan should change with it.

L.I.G.H.T. by Lighthouse: Illuminating every part of your retirement plan. 🏠💡

”Your portfolio needs sunscreen too. Get the tax-efficient investing guide before you get burned. 🧴”
08/19/2026

”Your portfolio needs sunscreen too. Get the tax-efficient investing guide before you get burned. 🧴”

Taxes can scorch your returns all season, leaving a nasty burn by April. Our report is the SPF your portfolio needs: asset location, tax-loss harvesting, Roth moves and year-round timing. Lather up before you get burned. Download the report and help keep your returns cool, shaded and yours. ☀️

08/14/2026

Happy Financial Awareness Day! This holiday reminds us why we do the work we do: to help people achieve their financial goals.

”Taxes shouldn't eat your returns like brunch eats your Sunday. 🥑 Learn how to keep more of what's yours.”
08/05/2026

”Taxes shouldn't eat your returns like brunch eats your Sunday. 🥑 Learn how to keep more of what's yours.”

Taxes can take a scoop of your returns all year, not just at brunch. Our report, Tax-Efficient Investing: What It Is and Why It Matters, dishes asset location, loss harvesting, Roth moves and year-round timing so more green can be yours. 🥑 Stop feeding Uncle Sam.

"Yesterday was my daughter's last first day of school. Senior year. It hit me harder than I expected — these milestones ...
08/04/2026

"Yesterday was my daughter's last first day of school. Senior year. It hit me harder than I expected — these milestones sneak up on you, and then suddenly you're standing at the edge of a new chapter.

It made me think about how often we mark life's big transitions... but how rarely we pause to check in on our financial plan the same way.

If it's been a while since you've reviewed yours, consider this your sign. Let's talk. 💙⚓
912.354.4200

07/27/2026

Moya took on the Ice Cream Trivia last week… now it's Wendy's turn! How many answers did you get right? Drop your score below! 👇🍨

07/24/2026

We’re looking forward to our upcoming retirement-planning seminar!

Because seating is limited, this particular event is intended for individuals who would like to introduce us to a friend, family member, or colleague who may benefit from retirement-planning guidance—especially someone who is approaching retirement or has recently retired.

If you have attended one of our seminars before, we kindly ask that you join us this time only if you are bringing a guest who is new to Lighthouse Financial Group and could benefit from the conversation.

If someone comes to mind, we would love the opportunity to meet them! Please contact our office at 912-354-4200 to reserve your seats. Advance registration is required.

07/20/2026

🍦 Think you know ice cream? Let’s find out! ⏱️

From ice cream history to fun facts, we put Moya to the test with 10 rapid-fire questions. 🍨🔥

How many did you know? Drop your score in the comments! 👇

07/13/2026

Last week, Moya put her taste buds to the test... now it's Wendy's turn! 🥤👀 Can she correctly guess all 4 sodas while blindfolded, or will the flavors fool her? 🤔 Think you'd do better? Watch along and see how she does!

Address

140 Johnny Mercer Boulevard Ste 2
Wilmington Island, GA
31410

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 2pm

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