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 PLANNER® Professionals, we’re committed to helping you achieve personal goals through tailored financial planning, retirement strategies, and tax-efficient investment management.
Our CERTIFIED FINANCIAL PLANNER® Professionals 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.
Comprehensive Financial Planning, Tailored for You
Our holistic financial planning services go beyond just managing assets; we help you see the forest through the trees, focusing on your entire financial landscape. We work with you to develop strategies that grow your wealth with confidence and guide you to understand that you are not just your money—your well-being and peace of mind are just as essential. Our retirement planning is designed to prepare retirees for a secure future and safeguard capital for those already enjoying retirement. With tailored tax strategies, we ensure you minimize liabilities and maximize your earnings. Every service we offer is personalized to support your unique needs, ensuring long-term success and true financial freedom.
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Investment Management – Secure Growth, Minimize Risk
When it comes to managing investments, our CERTIFIED FINANCIAL PLANNER® Professionals focus on the right balance between risk and return, again based on your risk profile. We create customized portfolios designed around your goals, monitor them closely, and pro-actively adjust as markets change. From advanced risk management to ongoing portfolio updates, our goal is to give you peace of mind.
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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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Tax-Efficient Strategies to Build Wealth
At Lighthouse Financial Group, we understand that effective tax strategy management is a critical component of holistic financial planning. Our approach goes beyond just numbers—it's about understanding your unique financial situation and using personalized strategies to help you build wealth while minimizing tax liabilities. To ensure your entire financial plan works together seamlessly, we coordinate closely with your trusted CPAs, estate planning attorneys, and other advisors. This collaborative approach aligns your tax strategy with your broader financial goals, giving you peace of mind as you navigate complex tax regulations.
Tax planning becomes especially important as you prepare for retirement, well before you reach that milestone. Our team works with you to develop strategies that optimize your tax situation now, maximizing your savings and income later. Whether through smart asset allocation or leveraging tax-efficient accounts, our proactive planning helps make your retirement financially secure and tax-efficient.
By integrating tax strategy into a comprehensive, holistic financial plan, we provide you with confidence in your financial future. Our personalized approach ensures that all aspects of your finances work together harmoniously, allowing you to focus on what matters most. With Lighthouse Financial Group, you’ll have a tailored plan that supports your long-term goals while minimizing financial stress.
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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 PLANNER® Professionals, 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.
Start Your Retirement
Planning Today
Your retirement is too important to leave to chance. At Lighthouse Financial Group, we’re here to help you take control of your financial future. Schedule a free consultation with one of our expert certified financial planners today and take the first step toward a secure, fulfilling retirement.