Lighthouse Financial Services

Remembering and honoring the brave men and women who made the ultimate sacrifice
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Happy Mother's Day to the women who inspire us every day. 💐🥰
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

A tax law signed on July 4, 2025 has raised questions for many retirees.

Despite the headlines, the legislation is less about sweeping change and more about preserving the tax rules retirees already rely on, while adding a temporary deduction for individuals age 65 and older through 2028.

At Lighthouse Financial, we’ve broken down what actually matters, what didn’t change, and where planning opportunities may exist—without the noise.

👉 Read our full overview here: https://www.lighthouselink.com/blog/what-the-one-big-beautiful-bill-really-means-for-retirees-and-investors/


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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Your financial plan should reflect more than just numbers, it should reflect your purpose. Let’s make sure your plan is aligned with what matters most.
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Happy New Year from the Team at Lighthouse Financial! Wishing you all a prosperous 2026. 🎆🎉
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Happy Holidays from the Team at Lighthouse Financial!
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

This holiday season, Lighthouse Financial was proud to partner with Project Youth OC and Promise 4 Paws to give back to our community. Through our Holiday Gala, and the support of our generous clients, we helped Project Youth OC provide toys and resources to over 500 children and teens, while helping Promise 4 Paws bring some holiday joy to rescue animals in need.

A special thank you to Anaheim Feed & Pet Supply for generously donating dog goody bags for our Holiday Gala. Our guests, and their pups, loved them! 🐶💙
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Just a friendly reminder that Medicare Open Enrollment is in full swing! This is a crucial time to review your plan, compare coverage options, or enroll if you're new to Medicare. Making informed choices now can significantly impact your financial health in retirement.

Ensure your healthcare coverage provides the security you deserve.

Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Today, we honor the brave men and women who have served our country. Thank you for your courage, sacrifice, and dedication.
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Lighthouse Financial Services is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.