Empower through financial freedom
Like the name of our firm, our core values guide everything we do.Learn More
Our people are our success
This second generation firm is focused squarely on the future.Learn More
Serve, not sell
Our people centered approach is what makes your experience different.Learn More
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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
The Business Cycle
How will you weather the ups and downs of the business cycle?
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A look at how variable rates of return impact investors over time.
Purchasing homeowners insurance is critical for protecting your home.
Five phases to changing unhealthy behaviors.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
An increasing number have been developed to help individuals with their personal finances.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Estate conservation is too important to put off. Do you have a smart exit strategy?
An amusing and whimsical look at behavioral finance best practices for investors.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.