OUR services


Lighthouse Financial provides institutional-quality planning services- precisely identifying specific needs and goals of private individuals and business owners while designing clear, effective solutions. 

Screen Shot 2015-12-23 at 3.06.26 AM.png

To invest is to accept risk; to invest successfully is to manage risk wisely. At Lighthouse Financial, we help our clients achieve their most important goals and sleep well at night.


Our tax planning encompasses everything from completing tax returns to advising on philanthropic strategies to helping structure property sales.