How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
We are Lighthouse Financial Group, Inc., financial professionals in North Aurora, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow, helping you pursue the security and independence you deserve. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services, and we look forward to working with you throughout all your stages of life!Contact Us
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here's a breakdown of how the federal government spends your tax money.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
With alternative investments, it’s critical to sort through the complexity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.