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 Families

Here to help your financial vision come true.

Women

Here to help you pursue financial independence.

Business

Owners

 &

Executives

Here to help you make smart financial decisions. 

Federal and State

Employees

Here to help you plan and optimize your benefits and wealth. 


Widows

Here to offer the support you need for a lifestyle you want.

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 negatively impact wealth. 

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Our Story

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.   

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How We Work

 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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Our Unique 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, and concerns. It includes clear, jargon-free communication, education, and solutions tailored to each client's specific situation.  
 

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Our Wealth 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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Advance Financial Lighthouse 

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

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Take Charge of Your 401(k)

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.

Learn How to Avoid These 6 Common Tax Errors

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.
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