1647 W. Cortland St., #1F Chicago, IL 60622
Your Trusted CERTIFIED FINANCIAL PLANNER® Professionals
Looking for a reliable partner to protect and grow your assets? At Lighthouse Financial Group, we have been guiding clients toward financial stability for over 35 years with customized strategies and expert advice. As certified financial planners, we’re committed to helping you achieve personal goals through tailored financial planning, retirement strategies, and tax-efficient investment management.
Our certified financial planners take the time to fully understand your objectives, concerns, and circumstances. Whether it’s retirement planning, pre-retirement planning, intelligently managing your investments, or navigating tax strategy, we ensure each decision is informed and aligned with the financial future you envision.
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What We Do As a CFP® Professional?
Our services are customized to every aspect of your finances. We offer skilled investment management services to help you confidently create and grow your wealth. Our tax strategy solutions minimize liabilities and maximize earnings, while our retirement investment planning services prepare you for a secure future. Each solution is customized to your needs, ensuring stability and success.
Gain Your Financial Freedom
We see the whole personHolistic Financial Planning
Discover a financial planning approach that goes beyond asset management to focus on what truly matters: seeing the whole person behind the portfolio. With a keen eye on the forest, not just the trees, we’re here to help you build wealth confidently and plan for a future that aligns with your values. Our retirement and tax strategies are tailored to meet your unique needs, minimize burdens, and enhance your financial freedom—all to support long-term success and a life that’s more than just the numbers.Read More
Smart Investment Management – Secure Growth, Minimize Risk
Our approach to investment management is built on the principles of smart investing, carefully crafting the strategy for growth potential while appropriately mitigating risk based your goals. Our CERTIFIED FINANCIAL PLANNER® Professionals create portfolios tailored to your unique plans and risk tolerance, actively monitoring and adjusting them to keep pace with market changes. With a focus on advanced risk management and proactive updates, we’re committed to helping you grow your wealth confidently.Read More
Coordinated Tax Strategies for your Financial Future
Taxes are unavoidable, but with the right strategies, you can reduce your burden. At Lighthouse Financial Group, tax strategy is more than just crunching numbers—it’s about seeing the whole picture. Our personalized approach helps you build wealth while minimizing tax burdens, working in collaboration with your trusted CPAs, estate planning attorneys, and other advisors. Together, we create a tax strategy that aligns with your broader financial goals, providing peace of mind as you navigate complex regulations with confidence.
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Retirement Planning for Peace of Mind
For retirees, planning for the future is essential to maintaining a comfortable lifestyle. Our retirement advisement services help you navigate this critical phase, ensuring you’re prepared for a secure and relaxed future. We’ll create a retirement strategy based on your financial situation, income needs, and long-term goals, providing a roadmap that adapts as you move closer to retirement.
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Why Choose Lighthouse Financial Group?
At Lighthouse Financial Group, we offer personalized, holistic financial planning with unparalleled customer service. Our approach combines advanced financial strategies with a deep understanding of each client’s unique needs. Led by one of the few female certified financial planners, Shireen brings a unique perspective that enhances our ability to deliver insightful, empathetic, and results-driven financial advice.
We don’t just manage your finances; we partner with you on your journey to financial freedom. With over two decades of experience and a proven track record of success, we are confident in helping you achieve your financial goals—whether that’s preparing for retirement, managing investments, or creating tax-efficient strategies.
Our Leadership
Weekly Market Commentary
Each week the LPL Financial Research team assembles thoughtful insight on market and economic news. Download Market Commentaryupdated weekly
FAQs
A financial planner helps individuals and families manage their financial affairs to achieve short-term and long-term goals. It involves creating a comprehensive plan that covers areas like budgeting, saving, investing, retirement planning, tax strategies, estate planning, and risk management. A financial planner also monitors your progress, adjusting as your life circumstances or goals change.
Take control of your financial future today.
Managing your investments requires expertise, dedication, and a personalized approach. As your trusted partner, Lighthouse Financial Group offers professional investment management services tailored to your unique needs. We are committed to your financial success, focusing on long-term growth and ethical practices. Whether you’re an individual, business owner, or retiree, we are here to guide you on your path to financial prosperity.
Reach out to Lighthouse Financial Group to learn how we can help protect and grow your wealth. Start your journey towards financial success with us today.