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Lighthouse Financial and Tax, your comprehensive Rocklin financial advisor. Retirement planning, life insurance, annuities, and more. (916) 677-6677

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Home | Lighthouse Financial & Tax | lighthousefinancialtax.com Reviews

https://lighthousefinancialtax.com

Lighthouse Financial and Tax, your comprehensive Rocklin financial advisor. Retirement planning, life insurance, annuities, and more. (916) 677-6677

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Charitable Giving - Lighthouse Financial and Tax

http://www.lighthousefinancialtax.com/financial-services/charitable-giving

Lighthouse Financial and Tax. Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and no estate taxes on the charitable contribution upon your death. With the increasing tax environment we expect in the U.S. in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning. We can help you find a qualified professional to assist you with this.

2

Long Term Care - Lighthouse Financial and Tax

http://www.lighthousefinancialtax.com/financial-services/long-term-care

Lighthouse Financial and Tax. As the oldest Baby Boomers begin to wind through their 60s, one of the biggest concerns may not be outliving income, but outliving good health. For seniors, home health care can cost $50,000 or more per year. And nursing home care can run as high as $80,000. Per year. Does your retirement income plan account for this kind of possibility? Would you be prepared for twice that number as a married couple? MetLife: The 2011 Market Survey of Long-Term Care Costs. Any comments rega...

3

Life Insurance - Lighthouse Financial and Tax

http://www.lighthousefinancialtax.com/financial-services/life-insurance

Lighthouse Financial and Tax. Receive Your FREE Comprehensive Financial Review. Lighthouse Financial and Tax. Licensed Insurance Professional CA License # 0590787. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Securities offered through GF Investment Services LLC, 501 North Cattleman Road, Suite 106, Sarasota, Fl. 34232. Member FINRA.

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Retirement Planning Rocklin | Lighthouse Financial & Tax

http://www.lighthousefinancialtax.com/financial-services/retirement-income-strategies

Lighthouse Financial and Tax. One drawback to a longer life is the greater possibility of outliving your savings creating all the more reason to develop a retirement income plan designed to last a longer lifetime. Simply because a smaller pool of assets is left to sustain you throughout your retirement years. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory produ...

5

Financial Services - Lighthouse Financial and Tax

http://www.lighthousefinancialtax.com/financial-services

Lighthouse Financial and Tax. To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. IRA & 401(k) Assets. We’re standing by, ready to assist you. If you would like to learn more about...

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Welcome to our new website! You are seeing this page because you tried to view our previous website. With the intention of better serving your financial needs, we have redesigned this site to provide quick and efficient access to our information and services, and it is now mobile friendly. If you had set up any bookmarks or favorites to our previous site, you will need to recreate them. We apologize for the inconvenience, but we know you’re going to love our new site as much as we do!

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James D. Kersey. Family Financial Council Meetings. IRA & 401(k) Assets. Thought For The Week. James D. Kersey. Family Financial Council Meetings. IRA & 401(k) Assets. Thought For The Week. Lighthouse Financial and Tax. Lighting your way toward financial security. Join us for a complimentary. Gourmet dinner and presentation. The Lighthouse Strategic Difference. We mitigate risk in your investment portfolio and reduce your taxes. And active asset management. Trusted Advisors since 1980. IRA accounts have ...

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