Lighthouse Capital Associates
Lighthouse Capital Associates is a financial management firm that has been servicing clients in Western New York and beyond since 2003. We provide services to individuals and businesses that include financial planning, investing, insurance planning, and estate planning, providing complete wealth management.
Our relationship with our broker-dealer SagePoint Financial gives us access to high quality services which allows us to provide suitable solutions for you and your family. To get more information about how we can help you, click the link below to schedule a complementary financial assessment.
Helpful Content
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Debt Stress
There’s a link between debt and stress.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
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How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Surprises
Making the most of surprises is a great reason to work with us.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.