OUR services

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

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

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


How can we help you?

discover your potential

We designed our free Financial Discovery tool to help you understand your financial potential. Take a quick 5-minute quiz to assess your situation, and see ideas for how we can help.