top of page
White lighthouse on a rocky shore at sunset.

Trusted guidance. Clear direction.

Your financial partner.

Montauk Point Lighthouse on a rocky shore under a blue sky

​Trusted guidance. Clear direction. Your financial partner.

Bodie Island Lighthouse at sunset with boardwalk path.

​Trusted guidance. Clear direction. Your financial partner.

Welcome to Lighthouse Agency, Inc.

At Lighthouse Agency, Inc., we provide clear, dependable guidance for every stage of life. As a financial firm, we help clients make confident decisions about investments, Medicare, retirement planning, and insurance—so they can protect their health, prepare for what's ahead, and plan with confidence.

Featured Service

Investment Services

Build a financial strategy designed around your goals, your timeline, and your future.

​

Explore Investments

Featured Service

​Insurance Options

Access trusted partner resources for health and dental coverage with quick, convenient online tools.

Featured Service

Medicare Solutions

​Review Medicare options and access tools that help you find coverage aligned with your healthcare needs.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us
Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck