Small firm, high touch Target Lighthouse Financial Group, LLC as a boutique advisor serving Georgia residents with asset preservation and retirement cash flow planning, presenting an opportunity for personalized, high-margin services in a local market.

Asset protection focus Position solutions around estate preservation, withdrawal strategy, and risk management to reinforce their core value of helping clients make money last through retirement, with potential upsell to advanced planning and insurance products.

Insurance and advisory split Leverage the dual structure where insurance products are offered directly and investment advisory services are via AE Wealth Management, highlighting a cross-sell path to expand both insurance and advisory revenue streams.

Tech enablement Note reliance on web and standard tech stack; propose partnerships or white-label fintech tools (CRM, client portal, data analytics) to enhance client experience, acquisition, and back-office efficiency for a small team.

Growth opportunities Given revenue in the low-mid seven figures and a small employee base, explore scalable service models, targeted marketing in Georgia, and compliance-ready offerings to support location-based client growth and potential channel partnerships.