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Guiding Your Financial Future with Expertise and Precision

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About UsA Team Dedicated
To Your Success

At Lighthouse, we firmly believe that every financial decision should be made with the client's best interests at heart. Our mission is to assist our clients in attaining peace of mind by providing them with a wealth of collective insight, wisdom, and perspective.

Who We HelpPlan. Save. Grow.

We assist individuals, families, and business owners who seek comprehensive financial guidance, including investment management, financial planning, estate planning, and more. Our services are tailored to those who desire personalized strategies to help them achieve their financial goals and secure their future.

Wealth Accumulation

Wealth Accumulation

With a busy schedule encompassing career demands, caring for aging parents, guiding teenagers, and securing your retirement funds, ensuring you're optimizing wealth while mitigating risks becomes paramount. How can you ensure you're making the most of your financial endeavors amidst it all?

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Transitioning to Retirement

Transitioning to Retirement

Major choices could be looming ahead for you – Are your retirement funds sufficient? How do you envision the next phase of your life? Considering the present market dynamics, is it an opportune moment to retire? Is relocating to a sunnier locale by selling your house a viable option?

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Leaving a Legacy

Leaving a Legacy

Crafting a lasting financial legacy demands foresight and strategic planning. It begins with contemplating the imprint you wish to leave behind. Whether it involves upholding family customs, championing impactful causes, or passing down wealth to loved ones, each legacy is distinct.

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Building Your Business

Building Your Business

Across various stages of development, businesses encounter similar challenges, such as navigating cash flow, preparing for unforeseen circumstances, and enhancing their appeal to top talent while remaining competitive.

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ServicesWhat We Offer

We offer a comprehensive suite of financial solutions tailored to both individuals and businesses. For individuals, our personalized wealth management services cover everything from investment strategies to thoughtful estate planning. For businesses, we provide strategic guidance on employee benefits, executive compensation, 401k and 401k compliance, and succession planning. Additionally, we offer educational programs and wealth management services designed to empower employees.

Our Process
Helping Every Step Of The Way

Whether it's advising on investments, tax strategies, retirement planning, estate and trust matters, business succession, or philanthropy, our team of experts is here to assist you in moving closer to financial independence. We'll diligently execute and implement your plan with focus, efficiency, and accountability. Together, we'll continuously evaluate and gauge your progress to ensure your plan remains in sync with your goals, leveraging all available strategies. Rely on our ongoing professional guidance and oversight as you pursue your objectives.

Get Started

Plan

We'll start by assessing your financial situation and goals, crafting a personalized wealth management plan tailored specifically to you. This will include not just investment strategies but also considerations for tax planning and even estate planning.

Implement

We'll execute the overall strategy we've agreed upon, keeping an eye on optimizing your asset allocation and tax efficiency. We'll also ensure your estate planning needs are addressed as we regularly monitor and adjust your portfolio to reflect your evolving financial goals.

Guide

We'll be here to provide you with ongoing financial advice empowering you with the knowledge you need to make informed decisions. We'll have regular check-ins to review your financial plan and portfolio, making sure everything stays on track and aligns with your personal aspirations.

Achieve

We'll help you track your progress towards your financial goals. As we hit milestones along the way, we'll celebrate your achievements, reinforcing your commitment to securing your version of financial freedom.


Wealth Management

Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning, Risk Management, Charitable Giving Strategies, Insurance Planning, Wealth Transfer, Educational Planning.

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Business Solutions

401(k) retirement plans, employee benefits consulting, executive compensation planning, employee education programs, succession planning.

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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.

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Business SolutionsYour Business is Our Business

At Lighthouse, we specialize in delivering comprehensive group benefits, executive compensation, 401(k) plans, and HR compliance solutions for small and mid-sized businesses. Our expert team is dedicated to helping you attract and retain top talent while ensuring your business remains compliant and competitive in today’s market.

ResourcesFinancial Insights

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

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Making Sense of HSAs and FSAs

Making Sense of HSAs and FSAs

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Intellectual Property and Your Estate

Intellectual Property and Your Estate

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Contact UsWe Want to Hear From You

Experience the value of personalized financial guidance with a no-commitment meeting, where we'll get to know you, and explore your financial goals, offering insights and strategies tailored to your unique needs.

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