Is Lighthouse Financial Group by appointment only?

No, Lighthouse Financial Group is not by appointment only.

Specialties

Our business specializes in listening well and offering individualized planning for each person's needs. We have a proven track record helping our clients reach their desired retirement dreams through of mix of managed investments, life insurance, annuities and focused, specific financial planning. At Lighthouse Financial Group, LLC, we operate under the fiduciary standard of care to best meet your needs. We believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns. Contact us today to schedule a free consultation.

History

Established in 2014.

Lighthouse Financial Group, LLC is a financial services firm devoted to assisting Georgia residents in creating financial strategies through the use of investment and insurance products to custom suit their needs and objectives. We have developed our business by reaching out, nurturing and maintaining close relationships. Our mission is to provide quality retirement and income planning assistance to every client on an individual basis.

Meet the Business Owner: Wendy W.

Wendy's primary focus is to help clients enhance and preserve their wealth and estates. With over 15 years of experience, she provides financial advice tailored to the individual needs of her clients. Her main goal is to help her clients feel more confident during their retirement years. Originally from England, Wendy grew up in Atlanta. She has two children, Jacob and Moya, and three grandchildren, Kevin, Julius and Maya. Wendy lives on Tybee and enjoys reading, boating, vacationing and spending time with her family.