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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.

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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
Ghost Tapping Scams Are on the Rise: What You Need to Know

While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

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Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Net Worth

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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