8 Freebody Street,
In 2009 our tax clients were skeptical of current market conditions and the long-term economic outlook. Uneasy about their financial future and not knowing whether they would outlive their assets, clients sought answers. It was this concern that encouraged Kelsey to become a Wealth Manager.
With her broad knowledge of retirement planning, tax planning and tax efficient investing she was able to help clients develop a plan to pursue their goals and peace of mind.
After working for an investment firm in San Diego, Kevin joined Lighthouse in 2014. We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.
As independent financial advisors we can offer you comprehensive investment services. We have access to over 13,000 mutual funds, exchange-traded funds, stocks and securities. We can shop and compare from more than 60 separate insurance companies for fixed and variable annuities, life insurance, disability and long-term care solutions.
With ten plus years in the business we have grown organically through word of mouth and referrals.