Lighthouse Financial & Tax

Lighting your way toward financial security.

The Lighthouse Strategic Difference

We mitigate risk in your investment portfolio and reduce your taxes

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Wealth preservation
and active asset management

Trusted Advisors since 1980

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Overview of Services

At Lighthouse Financial & Tax, we offer or can refer you to professionals providing the following services:

Fixed Indexed Annuities

Life insurance isn’t for those who have died—it’s for those who are left behind. When shopping for life insurance, consider needs such as...

Transition Planning

Whether your farm or ranch has been around for several generations or you’re a first-generation farmer, we’re here to help you plan what happens...

Business Owners

If you’re a business owner, finding the right financial professional can save you thousands of dollars on day-to-day business planning and...

Family Financial Council Meetings

Discussing family finances can be a difficult and overwhelming process. That’s why at Lighthouse Financial & Tax, we offer Family Financial...

Life Insurance

Life insurance isn’t for those who have died—it’s for those who are left behind. When shopping for life insurance, consider needs such as...

Social Security

When is the right time for you to start taking Social Security benefits? You certainly have options and you’ve probably already heard talk about...

Wealth Accumulation

Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth accumulation. The longer...

IRA Legacy Planning

IRA accounts have become one of the largest types of assets inherited by beneficiaries. If you don’t anticipate needing your IRA money in...

Long Term Care

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. We...

Trusts

There are many different types of trusts, and they can be complex to set up and execute. However, a trust can be a very flexible and advantageous...

Retirement Income Strategies

These days people are living longer. Thanks to new prescription drugs and medical technology, it’s not unusual for someone retiring at age 65 to...

Charitable Giving

Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly...

Asset Protection

Because the market does not provide security, you may want your financial strategies to include some secured income products. For example...

Tax Reduction Strategies

Rising taxes are a concern for many individuals approaching retirement. It’s important to incorporate tax planning into your financial...

IRA & 401(k) Assets

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions...

Intelligent News

It is important to feel you have control over your future. At Lighthouse Financial & Tax, we offer our experience and knowledge to help you design your own strategy for financial independence.

History of Bull & Bear Markets

Behavioral science tells us current events have a greater impact on our perception and decisions than the past. In 2022, investors are faced with extreme...

Is the US Headed for a Recession?

After stellar economic growth in 2021, the US economy declined 1.4% in the first quarter of 2022 1. This was the first contraction of the economy since the...

Our Team

The team at Lighthouse Financial & Tax understands how important it is for you to have accurate and helpful information. Our team is highly experienced, responsive, and understands your need for integrity and transparency.

James D. Kersey

CLU, ChFC, RHU, REBC

About Us

We’re standing by, ready to assist you.

If you would like to learn more about Lighthouse Financial & Tax or would like to schedule a complimentary, no-obligation consultation, please contact us today.

Upcoming Events

Are you prepared to avoid the Financial Pitfalls of Retirement? Join Jim Kersey of Lighthouse Financial & Tax, for a complimentary gourmet dinner and presentation.