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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.