Broker Check


How LightedWay Advisory Services Work

Wealth Management: The investment strategies are designed to work toward the financial goals of LWAS clients while being considerate of their risk profile. LWAS will also help identify possible opportunities to reduce any tax liability, putting more money back in your pocket.

Financial Planning: LightedWay Advisory Services will be here throughout your career and retirement journey to provide financial guidance along the way. As your situation changes, we’ll adjust the plan to align with new short- or long-term financial goals.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about LightedWay and the services offered, send a quick email or call the office. LWAS welcomes the opportunity to speak with you.