Lighthouse Financial & Tax is an advisory firm serving the community of Folsom. It aims to reduce the risk of clients' investment portfolios and taxes through tactical asset management, including asset protection, wealth accumulation, and fixed index annuity. The firm also offers IRA legacy planning, charitable giving, and transition planning solutions. Owner James D. Kersey has been a financial professional since 1980. He possesses series 6, 63, and 65 registrations, which enable him to actively manage his clients' assets.