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Financial Planning

A financial plan is a comprehensive assessment of your current financial situation and a roadmap for achieving your financial goals. It typically includes the following components:

  1. A budget: We can help you develop a plan on how you will spend and save your money. It includes estimates of your income and expenses and helps you to allocate your money in a way that aligns with your goals.
  2. Savings and investment plan: We will develop a strategy for saving and investing your money in order to achieve your long-term financial goals. It may include recommendations for specific investment vehicles, such as stocks, bonds, ETFs (exchange-traded funds), or mutual funds, based on your risk tolerance and investment goals.
  3. Debt management plan: This is a plan for how you will pay off any outstanding debts, such as credit card debt, student loans, or mortgage debt. It may include strategies for paying off high-interest debt, negotiating lower interest rates, or consolidating debts.
  4. Insurance plan: This involves assessing your insurance needs and developing a plan for protecting your financial assets and income. It may include recommendations for types of insurance, such as life insurance, health insurance, and disability insurance.
  5. Estate planning: This is a plan for how you will manage and distribute your assets after you die. It may include the creation of a will, trusts, or other legal documents to ensure that your assets are distributed according to your wishes.
  6. Retirement planning: This is a plan for how you will save and invest for your retirement. It may include recommendations for saving and investing in retirement accounts, such as 401(k)s or IRAs, and an assessment of your expected retirement income and expenses.

Retirement Planning

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Retirement planning is an important part of financial planning, and it's never too early or late to start thinking about your retirement goals.


We prepare individual federal and state income tax returns for our clients who have $500,000 or more under our management at no additional charge.

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We design portfolios using a disciplined and academically based approach.

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Estate Planning

We work with you and your attorney to design a plan that reflects your wishes.

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 We can offer unbiased advice on the amount of insurance you need, as Lighthouse does not sell or receive commissions on any insurance products.

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