How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
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What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreUnderstanding Today's Financial Environment
We are Lighthouse Financial Group, Inc., financial professionals in North Aurora, IL, servicing Chicago and the West Suburbs. 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 UsHelpful Content
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.