Lighthouse Wealth Advisors of Charleston, LLC

Lighthouse Wealth Advisors of Charleston, LLC Providing Independent Fiduciary Guidance on Investments, Retirement Planning, and Insurance. Third Independent Fiduciary Advice on Investments and Insurance.

www.finra.org and www.sipc.org member FINRA and SIPC. For a list of states in which I am/we are registered to do business, please visit www.lighthousewealthadvisorsofcharleston.com

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
06/03/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

[Video] Agent Jane Bond wants you to know about the basics of the bond market.
06/01/2026

[Video] Agent Jane Bond wants you to know about the basics of the bond market.

Agent Jane Bond is on the case, cracking the code on bonds.

The financial risks to consider when evaluating self insurance?
05/29/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

M0 is the total of all physical currency worldwide. What’s it look like?
05/27/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
05/25/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

You’re the conductor of your 401k, IRA and taxable savings.
05/22/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Does your business have a retirement strategy that fits your short, long-term needs?
05/20/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
05/18/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

You've allocated your assets; you just may not realize it yet.
05/15/2026

You've allocated your assets; you just may not realize it yet.

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
05/13/2026

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

Address

8100 Penn Avenue S, Suite 165
Bloomington, MN
55431

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19526796344

Website

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