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.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator shows how inflation over the years has impacted purchasing power.
The item most homeowners forget on their home improvement project checklist is insurance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Even low inflation rates over an extended period of time can impact your finances in retirement.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learn about cyber liability insurance in this entertaining video.
Do you know how to set up your financial goals for success? This knight does.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
It's easy to let investments accumulate like old receipts in a junk drawer.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?