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Your Trusted Healthcare Broker & Friend

Introduction

Lighthouse Advisory stands as a beacon in the realm of financial services and healthcare insurance, distinguished by a commitment to passion and purposeful guidance. Founded and led by Michael Jordan, who boasts over 20 years of experience in the industry, Lighthouse Advisory was born from a genuine desire to help others. The firm’s culture is deeply rooted in trust, integrity, and unwavering dedication to client service, all of which are paramount in building lasting relationships and fulfilling the evolving needs of Connecticut’s senior residents.

A Legacy of Experience and Service

Michael’s extensive career in financial services and healthcare insurance, has imparted him with the expertise and empathy necessary to serve his clients effectively. Recognizing the complexity and importance of decisions related to Medicare and related insurance products, Michael established Lighthouse Advisory with the guiding principle: “Helping Others.” This central tenet is reflected in every client interaction and business process, ensuring that clients feel supported throughout their decision-making journey.

Founding Goals: Educating, Guiding, and Communicating

Lighthouse Advisory is unwavering in its mission to reach a small percentage of the state’s older adult population, especially those who may be overwhelmed by the complexity of Medicare enrollment and coverage options. This emphasis on education and personalized guidance aligns with research highlighting beneficiaries’ confusion and the importance of accessible, trustworthy counseling to reduce barriers and improve decision quality (Castillo et al., 2023).

This ambitious goal is underpinned by a commitment to three foundational principles: educating, guiding, and communicating. By demystifying the often-complex landscape of Medicare, Medigap, and Medicare Advantage plans, Lighthouse Advisory empowers clients to make informed choices that align with their unique health and financial needs.

The firm extends its suite of services beyond Medicare, offering access to life insurance, indexed annuities, wealth management, long-term care, and estate planning. This comprehensive approach ensures that clients receive holistic financial advice and solutions tailored for both present needs and future goals.

A Client-Centric Philosophy

At the heart of Lighthouse Advisory’s success is Michael’s client-centered approach. By fostering an environment of ease and comfort, he enables clients to become active participants in their learning and decision-making processes. This philosophy not only builds trust but also results in more personalized and effective outcomes. Clients are encouraged to articulate their questions and concerns, ensuring they feel heard, valued, and empowered at every stage.

Life Beyond the Office

Michael’s dedication to his clients is matched by a fulfilling personal life in Old Saybrook Connecticut, where he is surrounded by the warmth of his two sons and three grandchildren. His appreciation for balance is reflected in his diverse interests, including golf, pickleball, exercise, and cooking, which contribute to his approachable and grounded demeanor.

Conclusion

Lighthouse Advisory 65 + bridges the gap between passion and purpose between healthcare insurance and income planning. Guided by Michael’s extensive expertise and a steadfast commitment to helping others, the firm stands as a trusted advisor to Connecticut’s Medicare beneficiaries. By championing education, guidance, and open communication, Lighthouse Advisory ensures clients are well informed and secure about their health and financial futures, lighting the way toward peace of mind and prosperity.

‍ ‍ “Giving Back”

Lighthouse Advisory 65+ is a proud sponsor of the Michael P. Doyle Memorial Golf Classic, an event dedicated to honoring Michael’s legacy and supporting meaningful causes throughout our community.

‍This annual tournament raises funds for organizations focused on mental health awareness, youth education, medical research, and family support — all in Michael’s memory and spirit.

‍We are honored to stand alongside the Doyle family and this incredible foundation in their mission to create positive impact.

‍ We invite you to learn more about the event, its purpose, and how you can get involved by visiting the official page:

‍ https://michael-doyle-memorial-golf-outing.perfectgolfev

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