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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
How literate are you when it comes to your finances? Brush up with these five basics.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Marriage changes everything, including your insurance needs.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you have causes that you want to support with donations?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about what risk tolerance really means in this helpful and insightful video.