Retirement Planning
Advice on IRAs and qualified retirement plans.
Lighthouse Capital, LLC
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About Lighthouse Capital, LLC
Advice on IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, and 403(b)s is part of Lighthouse Capital's retirement planning service. The Quincy firm is a registered investment adviser serving individuals, families, and corporations with objective investment advice. It develops custom investment portfolios around clients' goals and needs. Services also include estate planning, with guidance on budgeting for life insurance and establishing trust accounts. For general investing, Lighthouse Capital advises families planning for college and clients considering mutual funds, ETFs, publicly traded stocks, and bonds. Its work includes research, data, and analysis to inform investment decisions.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Estate Planning
Guidance on life insurance budgeting and trust accounts.
Custom Portfolios
Investment portfolios tailored to clients' needs and goals.
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