Welcome to Lighthouse Planning

We provide guidance to help our clients build and grow their legacy so that they may be able to optimize their lifestyle while helping to protect their family
and their interests.

Services

When your financial life is built on isolated islands, you can lose important opportunities for growth. Your financial life may grow in complexity but maybe not in substance, as you search for direction among unconnected and uncoordinated financial goals. And we won’t just help point you in the right direction. We will walk the journey with you, directing a step-by-step plan that helps you to make progress without feeling lost or overwhelmed. Let us light the way with your:

Financial Planning

Risk Management

Investment Strategies

Retirement Planning

One stop access to all your accounts.

Client Portals

Our team brings a wealth of experience.

Get in Touch