Retirement Planning In Brea

Planning for retirement can be very difficult — trying to take into account what you have now, what you’ll need in the future, and potentially juggling multiple retirement accounts — it’s enough to make anyone feel unprepared. But it doesn’t have to be tough when you choose Lighthouse Financial. Our team of experienced retirement planning professionals can help you make sense of your options and choose what is best for you.

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Are You Ready To Retire?

While most people might want to retire at the end of every week, what we are really asking is ‘do you have everything in place to ensure that your retirement is comfortable and meets all of your needs while also planning for unknowns?’ That’s a big question, and it’s one that most people aren’t sure about. If you aren’t sure that your retirement plan covers all of that, get in touch with us at Lighthouse Financial in Brea. We will sit down with you to discuss your needs, look at what you already have, and then help you figure out the rest.

What Happens If Your Retirement Plan Isn’t Going To Cover Everything You Want?

Whether you started saving for retirement late, something big (a lost job, a big medical expense, etc.) came up and required you to divert money away from your retirement planning, or you own your own business and don’t have access to one of the bigger retirement planning companies, don’t worry — Lighthouse Financial can help.

If you know that your retirement plan isn’t going to be enough to cover everything you want or need, don’t stress about it. Contact us to set up a consultation. We can help you find ways to start putting more towards your retirement and help you determine if what you currently have is being utilized in the best way possible. 

Retirement Planning Services
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How Lighthouse Financial Sets You Up For Success

At Lighthouse Financial, we believe in going the extra mile for every one of our clients. That means personalized service from retirement professionals. It also means a team that is going to listen to you to understand exactly what you want your retirement to look like for you and your family. We don’t believe in one-size-fits-all retirement plans because you are unique and so are your dreams of the future. By focusing on your goals, we can help chart a course that will bring you into retirement comfortable and secure.


Contact us today to set up your free consultation for retirement planning services. Our team has decades of experience in retirement planning, investment management, tax planning, and other financial services that can make your today and your future look the way you want it to look.

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Contact our team of professionals today.

ADDRESS

3070 Saturn Street, Suite 101. Brea, CA 92821

PHONE

714-572-8900

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