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.
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.
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