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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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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.


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Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

 

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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