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.


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Accumulate

Accumulate

Prioritize your financial well-being by paying yourself first.


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Grow

Grow

Growing wealth provides financial abundance, and generational wealth

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Preserve

Preserve

Preservation of wealth minimizes financial risks  that impact wealth. 

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WHAT DO WE OFFER?

We Prioritize Your Needs First

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.

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Our Unique Values Based Financial Planning

 Our Values Based Financial Planning stands out for its simplicity. It's all about practical steps designed just for you and a detailed roadmap to follow. By identifying your strengths, values, and goals, we  help you stay on course toward your envisioned life, offering precise guidance at every turn. Plus, we mark your successes with an annual achievement report, celebrating the milestones you've reached along the way.

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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.
 

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Our Wealth and Portfolio Management is The Lighthouse to financial strength, growth and preservation of wealth.


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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.

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Who Are Our Clients

 We assist individuals from the up and coming emerging prosperous to high net worth, spanning various professions and life phases. Our client base defies any typical mold—we aim to offer top-tier financial planning services to those gradually excluded by conventional wealth management companies' high asset under management structures

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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

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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.