Broker Check

                                                                          WHY PARTNER WITH US?

We Help Design The Life and Legacy You Deserve

For over three decades, we've specialized in assisting both affluent and emerging affluent families. Managing finances for high net worth individuals and families comes with unique challenges—challenges we've honed our expertise in. From navigating retirement income distribution to optimizing taxes, planning estates, managing risks, diversifying investments, and philanthropy, our experience equips us to address these complexities.

Our unwavering dedication lies in helping you craft the life and legacy you envision. Whether you're a seasoned investor aiming for new heights or an emerging affluent individual striving to unlock your full potential, we're committed to aligning your values with your aspirations. Together, we'll pave the way to your desired destination.

Plan

Plan

Plan today for the prosperous financial future you desire.


Learn More
Accumulate

Accumulate

Prioritize your financial well-being by paying yourself first.


Learn More
Grow

Grow

Growing wealth provides financial abundance, and generational wealth

Learn More
Preserve

Preserve

Preservation of wealth minimizes financial risks  that impact wealth. 

Learn more

                                                                          We Prioritize Your Needs First

Our Story

The level of fulfillment in your life hinges on the mastery of our financial skills and the guidance offered by those who support you on your journey. At our core, we prioritize your needs. As a fee-based organization, we're not incentivized by commissions to promote particular products. This ensures our advice remains impartial and always serves the best interests of our clients.

Learn more

                                                         Our Unique Values Based Financial Planning

 

Learn more

Your Client Experience

Our unique client experience involves personalized, empathetic guidance that goes beyond numbers. It encompasses a deep understanding of our client's life goals, values, concerns and mindset. It includes clear, jargon-free communication, education, and solutions tailored to each client's specific situation. Once you become a client, you are part of The Lighthouse Family. You can count on us for connection, encouragement and a deep source of support.
 

Learn more

                    The Lighthouse to Financial Strength, Growth, Preservation and Management of Wealth

Learn more

Comprehensive Financial Planning

Our first priority is helping you take care of yourself and your family by planning today for the life you desire tomorrow. We want to learn more about you, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Learn more

                                                                                                    Who Do We Serve?

Learn more

Meet The Lighthouse Team

Meet the Advance Financial Lighthouse Team. established, February 1996. Our Team was designed to help you create the life you desire. The value we deliver to our clients is the result of our Lighthouse Ethics and Principals and exceptional services beyond your expectations

Learn more

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.