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 and 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. 


 

 

OUR SERVICING APPROACH

Our Client-Centric Approach Harnesses the Full-Potential of Your Financial Future