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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
Don't Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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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.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Car Affordability

How much can you afford to pay for a car?

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.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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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