LAKE LINGANORE RESIDENTS
As a Lake Linganore Seasonal Sponsor, the Lighthouse Wealth Management team spends a lot of time throughout the year in your backyard. You may recognize us from our tent and beach balls at the summer concerts, or perhaps you've read our monthly Lake Talk articles. Whatever your connection to us, we're happy to be your local financial resource.
Summer Concert Series
Come on warm weather!
Yep! We're the beach ball people, and we'll be back for the Lake Linganore 2018 summer concert series with new contests and giveaways for kids and adults.
Have a question in the meantime? Reach out.
Complimentary 529 Meeting & Plan
529 Education Savings Plans
Lake Linganore residents are welcome to schedule a complimentary appointment at our office to discuss the important task of funding your child(ren)'s higher education - regardless of whether that entails a traditional path or not. Lighthouse will prepare an education savings analysis in plan-form, that is unique to your family's situation and goals, is yours to keep. These meetings are a courtesy and are offered with no-strings attached.
Commit to doing everything you can to plan for your child's educational future by submitting this form to get started.
What is a 529 Education Savings Plan?
A 529 plan is a tax-advantaged savings plan designed to encourage saving for future college costs. 529 plans, legally known as “qualified tuition plans,” are sponsored by states, state agencies, or educational institutions and are authorized by Section 529 of the Internal Revenue Code.