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Empower through financial freedom

 

Like the name of our firm, our core values guide everything we do.

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Our people are our success

 

This second generation firm is focused squarely on the future.

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Serve, not sell

 

Our people centered approach is what makes your experience different.

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We champion financial freedom


For those looking to plan their economic future, Lighthouse is a financial planning concierge — delivering holistic guidance on a first-name basis.

Lighthouse offers a well-rounded, personal touch to investing, planning and money management. We provide the knowledge and insight people need to confidently pursue a life worth saving for.


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A four-step framework for building a personal legacy.

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This calculator helps estimate your federal estate tax liability.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This questionnaire will help determine your tolerance for investment risk.

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Use this calculator to compare the future value of investments with different tax consequences.

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There are some smart strategies that may help you pursue your investment objectives

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Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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There’s an alarming difference between perception and reality for current and future retirees.

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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