Here to help your financial vision come true.
Here to help you pursue financial independence.
Here to help you make smart financial decisions.
Federal and State
Here to help you plan and optimize your benefits and wealth.
Here to offer the support you need for a lifestyle you want.
Plan today for the prosperous financial future you desire.
Prioritize your financial well-being by paying yourself first.
Growing wealth provides financial abundance, and generational wealth
Preservation of wealth minimizes financial risks that negatively impact wealth.
We are an independent wealth management and financial planning advisory firm operating on a fee - based basis. We are not motivated by commissions to push specific products. This allows us to provide unbiased advice that are in the best interest of our clients.
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.
Our unique client experience involves personalized, empathetic guidance that goes beyond numbers. It encompasses a deep understanding of our client's life goals, values, and concerns. It includes clear, jargon-free communication, education, and solutions tailored to each client's specific situation.
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.
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
Meet the 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
Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.