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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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.
Helpful Content
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
View all articles 
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for College
This calculator can help you estimate how much you should be saving for college.
View all calculators
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Business Cycle
How will you weather the ups and downs of the business cycle?