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
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprises
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.