Welcome to Lighthouse Wealth Partners
We are an independent financial services firm focused on guiding your way toward a secure financial future.
Your 2023 Last-Chance Financial Checklist
Here is our 2023 Last Chance Financial Checklist. We called it "Last Chance" because it reminds us to take a look at some areas—like taxes, investments, health care, insurance and retirement—that might need attention before the end of the year. View and download the checklist and get in touch with us for any questions.
The benefits of working with a Certified Financial Planner®
Working with a CFP® professional is an important first step toward reaching your financial goals. As part of the certification, these advisors meet rigorous education and experience requirements, and they commit to high ethical and professional standards.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.