Local Retirement Focus Target the Savannah and broader Georgia market with retirement income planning and asset preservation. Emphasize Lighthouse's personalized, relationship driven service to win referrals and expand assets under management across life stages. The dual focus on insurance and investments supports a comprehensive retirement solution for local residents.

Insurance Investment Synergy Capitalize on Lighthouse's combination of insurance products and AE Wealth Management investments to cross sell and deepen client relationships. Position the practice as a one stop financial partner for risk management, retirement income and wealth growth, increasing wallet share.

Relationship Driven Positioning Differentiate from national firms by promoting a local, concierge advisory model that emphasizes ongoing client engagement and trusted relationships. Use client testimonials and community presence in Savannah to attract referrals and maintain higher client retention.

Digital Marketing Expansion Leverage the existing web stack to optimize digital marketing, lead capture and online onboarding for new Savannah area clients. Implement targeted content and simple enrollment flows to scale outreach without proportionally increasing headcount.

Regional Growth Potential Focus on regional expansion by applying the Savannah playbook to nearby markets in Georgia, scaling the advisory and insurance offering through AEWM partnerships. Explore joint marketing with local professionals and referral networks to accelerate growth while maintaining the personal service model.