Broker Check

We focus on providing sensible long-term financial advice and investment management.

Client Centered

Ever wonder how the pieces of your financial life fit together?

No one strategy fits everyone, which is why every client gets our undivided attention—you may need cash flow planning, an analysis of the tax consequences of a decision, or a review of your estate plan. By understanding how all of the components of your finances integrate, we can work toward sound recommendations that will provide you with an in-depth, coordinated picture that will help you make sensible decisions about your life challenges. 

Personal Attention

Our process begins with an initial meeting where we discuss your goals, values, hopes, dreams, and areas of concern. While many clients already have goals in mind, we take the time to prioritize, clarify and expand your objectives.

Understanding Your Current Circumstances

Once we have a thorough and detailed picture of your financial life, we can develop and analyze alternatives to help you achieve your goals.

Planning for the Unexpected

A financial plan is typically comprised of several strategies designed to address a different piece of your financial life. Unexpected events can happen, and your financial plan should also include strategies for dealing with life’s contingencies, such as an accident or illness or even premature death in the family that could negatively impact your plan.

Implement and Review

Together, we evaluate the available strategies, decide on the course of action, and implement the recommendations. As your life changes, new techniques will likely be added, or your existing strategies will be revised. For example, it may make sense to increase or decrease insurance amounts, adjust your asset allocation, or look at a new tax reduction strategy.

How Often Will We Meet

We will meet with you as often as needed to review and update your plan.

Financial Planning Areas

Retirement Savings & Income Planning

Retirement Savings & Income Planning

A retirement plan is developed by analyzing your cash flows and forming strategies for saving and investing. 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 is an important part of financial planning, and it's never too early or late to start thinking about your retirement goals.

Investment Planning

Investment planning is developing a  strategy for saving and investing your money.

Instead of overreacting to market fluctuations, your portfolio is based on a  disciplined and academic approach.

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Tax Planning and Preparation

Tax planning can help you make the most of your income and avoid overpayment of taxes.

Lighthouse prepares individual federal and state income tax returns for our clients with $500,000 or more under our management at no additional charge.

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Insurance Planning

Insurance planning aims to assess your needs by developing a plan to protect your financial assets and income. 

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

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Estate and Trust Planning

An estate plan outlines how you will manage and distribute your assets after you die. We work with you and your attorney to create a will, trusts, or other legal documents to ensure that your assets are distributed according to your wishes.

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Important Disclosures

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