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.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Time and market performance may subtly and slowly imbalance your portfolio.
How Medicare can address health care needs in your retirement strategy.
What role would taxes play in your investment decisions?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How will you weather the ups and downs of the business cycle?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?