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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.

Contact Us

Please feel free to contact us with any questions.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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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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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Will you be able to afford nursing home care?

How much would your monthly lease payment be?

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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