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Blue Personal Objects

Strategies for Businesses

Business owners can take control of their finances with approaches designed for a broad range of needs and hundreds of product choices to implement these strategies.

Group Insurance

Health Insurance

Long-Term Care Insurance

Disability Income Insurance

Life Insurance

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Retirement Plans

Individual Retirement Accounts (IRAs)

Simplified Employee Pension Plans

SIMPLE Plans

401(k): Owner 401(k), Roth 401(k)

403(b)(7) (non-contributory)

403(b)(1)

Pension/Profit-Sharing

Keoghs

412(E) Plan

Financial Planning*

Employee Financial Planning

Educational Seminars

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Executive Benefits

Bonus Plans

Deferred Compensation Plans

Split Dollar Plans

Group Carve Out

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Business and Estate Planning

Buy-Sell Plan Funding

Non-Qualified Retirement Plans

401(k) Retirement Plans

Business Continuation Program

Key Person Coverage

Buy-Sell Agreements

Succession Planning

Business Overhead Expense

Disability Buyout

Employee Stock Ownership Plans (ESOP)

All Investment Advisory Services are provided by Waterloo Capital d/b/a Lighthouse Financial, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Lighthouse Financial is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Lighthouse Financial, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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Privacy Policy

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Client Relationship Summary

© 2022 by Lighthouse Financial. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

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