Retirement Services

Lightpath serves many different clients with a variety of financial planning needs. Like them, your needs are as individual as you are. As such, our team is proud to provide you with professional guidance and an array of financial planning and wealth management services that can be personalized to fit your situation.

Your Journey Lasts Long After Your Career Ends

Regardless of whether retirement is right around the corner or years away, we understand that planning for your future is the driving force behind your overall wealth strategy. That is why your wealth team helps you chart a course toward the type of life you want to live after retirement, without losing sight of your more immediate financial goals.

At Lightpath, we begin by developing an understanding of what you hope to accomplish during your retirement years. Whether it’s traveling, purchasing a vacation home, or beginning the transition of wealth to your heirs, your team develops specific strategies to help you achieve your goals.

We also support you by introducing professionals who are knowledgeable in selling a business, transferring or gifting assets, and changing your investment strategy as you near retirement.

Whether you’re five or 40 years from retirement, we incorporate your retirement dreams as we chart a course to help you achieve them.  

Our retirement services include:

Wealth Accumulation

Actively managing our client’s portfolio to take advantage of trends and implement strategies designed to control downside risk.

Retirement Income Strategies

Plans that balance growth, risk, guaranteed income & liquidity to help you enjoy the successful retirement you’ve worked so hard for.

Annuities

Help ensure your retirement security being in a tax-deferred investment providing a guaranteed stream of income for life.*

Life Insurance

Much more than death benefit protection, life insurance provides the living benefit of cash value accumulation and a retirement income stream.

Long-Term Health Care

Planning ahead will help protect your assets from the devastating cost of care and spare your family from the financial burden of paying for your future needs.

Tax Minimization Strategies

Preserve family assets from unnecessary taxes or manage investments in a tax-efficient way are two examples of the benefits of tax planning.

Asset Protection

Preserve your assets from various unknown risks and creating a wealth preservation strategy to address potential negative future events.

IRA & 401(k) Rollovers

We can help you determine if a rollover is the right move for you, and the best vehicle to help conserve and grow your rollover assets.

Education Savings

As the need for relevant skills has increased, so have the costs for education. Planning is vital to fund this investment for the next generation.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us or call us at 502-632-3624 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Top