Lighthouse Financial Group

Description

We will not sell your Client Information to anyone, and we restrict access to your Client Information to only those authorized persons who need to know that information for business purposes. In addition, we maintain physical, electronic and procedural safeguards to protect your Client Information at all times.

There are a number of retirement plans that can take advantage of tax deferred savings such as IRAs, 401(k)s, and 403(b)s. Others can even provide tax-free distributions in retirement; such as a Roth IRA. Which one is appropriate for your goals? We are here to help you learn what can benefit you the most in reaching your retirement goals. Maybe you are an employer and are looking to both attract and retain top performers while at the same time taking advantage of tax savings for your business.

Keith has been in the Financial Services Industry for over 15 years and is licensed in Conn., Mass., and Forida. He is licensed in life, health, mortgages, and the securities industry. Keith is a driven and motivated individual who always does what is right 100% of the time for his clients. He goes that extra mile to ensure quality is job 1. He is not a 9-5 guy. He averages 12-14 hours a day to ensure that his branch office operates at maximum efficiency.

We do not share Client Information, except as described in this section, with non- affiliated third parties so they can market their products and services directly to you. However, we may use Client Information to send you marketing offers on behalf of selected non-affiliated third parties for products that they sell. If you respond to one of these offers, the other company will know certain information about you, such as your name, that you are our client and that you met the qualifications established for the offer.

(1) Information we receive from you on applications or other forms when you open an account, register for one of our products or services, or accept a promotional offer for a product or service from us or companies related to us through common ownership or control ("Affiliates"), including your name, address, Social Security number, phone number, email address, assets, income, financial goals, investment objectives, motor vehicle information and health information for insurance applications.

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