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.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Understanding how a stock works is key to understanding your investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
Currency has been around for a long time. Here’s a quick history lesson.
The earlier you start pursuing financial goals, the better your outcome may be.
At what point can you call a personal vehicle commercial?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Check out this video to begin separating fact from fiction.
Savvy investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial professional about changes in your situation.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Bucket lists don’t have to be for tomorrow.
How will you weather the ups and downs of the business cycle?