Committed to Working in Your Best Interest
Lighthouse Financial Management, LLC is an independent, "fee-only" financial planning firm located in Westerly, Rhode Island.
As a fiduciary, we are committed to placing your interest above ours as we guide you through the uncertainties in your financial life. At Lighthouse, we focus on providing sensible long-term financial advice. We do not sell any products or earn commissions.
We service families, businesses, working professionals, and retirees in Rhode Island, Connecticut, and across the country.
Our emphasis on income tax planning and preparation gives us a unique insight into the interaction of tax on retirement income needs and other financial goals.
Our focus on the client relationship gives us deep insight into your preferences, goals, beliefs, and needs, allowing us to tailor the financial planning process to fit your lifestyle.
From our investment approach to the preparation of your individual tax return at no extra cost, our services are designed to build wealth so you can achieve your financial goals.
Every client is serviced by a team with several years in the industry that includes tax, retirement and investment planning professionals.
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Steps to consider whether you are thinking of retiring early and need to know how much retirement income you will need.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive, and control the distribution of wealth upon your death.
Understanding the amount and types of insurance you require should be the result of sound analysis with your financial objectives in mind.
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Gain new insights from experts on how financial matters influence behavior or how behavioral factors influence the financial markets.