We See Further.

Lighthouse Strategic Planning Group is a financial services organization specializing in

• small business
• family-owned business
• tax planning
• insurance policy audits

With over 100 years of combined experience in these markets, our firm is uniquely positioned to help closely held businesses protect what they have worked so hard to achieve. We have developed some proprietary tools that assist us in analyzing any risks to your company in a compressed timeframe. Educational, interactive and entertaining, these programs are only part of the unique financial services experience that is Lighthouse SPG.

Helping you to determine the best and most correct insurance products for your needs, showing you how to take as much money out of your business on a tax benefited basis, and insuring that you have an exit strategy that maximizes your lifestyle options, regardless of how you want to leave your company are some of the key services we provide.

We approach every client and every assignment with the highest level of professionalism and integrity. Our standards are the highest in the industry.

For general inquiries email us or call 215-750-4544.