Bill Callahan, NSSA® Advisor · Ocean Isle Beach, NC
Bill Callahan
Sr Managing Partner, Lighthouse Wealth Partners
www.lighthousewealthpartners.com
Professional Profile
William Callahan is a trusted Sr Managing Partner at Lighthouse Wealth Partners, located in the heart of North Carolina. As an independent financial advisor, he specializes in assisting retirees with one of the most crucial financial decisions they face: claiming Social Security benefits. With his expert understanding of retirement planning and Social Security regulations, William is dedicated to helping clients optimize their claiming strategies to maximize lifetime income, minimize tax burdens, and align benefits with their broader retirement goals.
William's personalized and education-driven approach ensures that each client receives tailored advice that reflects their unique financial situation, health outlook, family dynamics, and retirement timeline. Whether you are contemplating early retirement, considering delaying benefits for higher payouts, or looking to coordinate spousal benefits, William provides clear, data-backed guidance to facilitate confident decision-making.
Bill Callahan has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
With years of experience and a steadfast commitment to fiduciary standards, William Callahan is the knowledgeable and respected professional you can rely on to empower your retirement journey, enhancing both your financial security and peace of mind.
Disclosure
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Lighthouse Wealth Partners, LLC and Cambridge are not affiliated. Lighthouse Wealth Partners, LLC is not engaged in the securities business.
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