Investments

Lighthouse Agency, Inc. wants to help you plan for your financial future.

Just as a map gives you direction through a city, state, or country, a financial plan gives you the direction you need to find your way into and through retirement. A solid financial plan shows you where you are and the direction you need to go to be where you want at retirement. Financial planning doesn’t only cover retirement. It also covers your child’s education, or funds for a special trip. Lighthouse Agency, Inc. will walk you through planning for the future and putting your plan to work to produce the results you desire.

We offer the following products and services to aid in planning a secure financial future:

  • Asset Management
  • College Planning
  • Estate Planning
  • Individual Retirement Accounts (IRAs)
  • Annuities
  • Investment Monitoring
  • Private Investment Banking
  • Retirement Planning

The financial markets are very volatile. The pace is fast and the change is great, which makes investing a challenge for everyone, including the most experienced investor. Each client is assigned a Financial Advisor to help you through each step of the process. We will handle your individual investments, and monitor your overall portfolio.

Lighthouse Agency, Inc. provides Protection from & Direction through the Financial Storms of life. We offer the following investment products and services:

  • MUTUAL FUNDS (open & closed end, load & no load)
  • Balanced
  • Bond
  • Income
  • Growth
  • Index
  • International Stock and Bond
  • Money Market
  • Precious Metals
  • Sector
  • Tax-Free
  • Unit Investment Trusts

Email us at myoakum@lighthouseagency.com for more information.

Get a Quote or call for a quote at 513-860-9100