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.
Learn MoreWe 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.
Helpful Content
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.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?