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Welcome to Lighthouse Wealth Partners

We are an independent financial services firm focused on guiding your way toward a secure financial future.

TAX PLANNING

TAX PLANNING

It’s not about how much you save, but how much you keep. We work closely with our clients to learn their individual situations and structure a plan that maximizes the use of current tax codes.

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RETIREMENT PLANNING

RETIREMENT PLANNING

We all dream of the day that we can step away from working and enjoy time on our own terms; however, there are many factors to consider when planning for that day: inflation, market risk, longevity and medical expenses are just a few. We have experience navigating these waters, so let’s start a conversation to begin working on a strategy for your big day.

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ESTATE AND TRUST PLANNING

ESTATE AND TRUST PLANNING

Is it important to protect the ones you love after you’re gone? We strategize together to safeguard your lifestyles and property.  It may also be important to consider taxes and costs that inevitability come with processing these events. You’ve worked hard for your assets, it makes sense to preserve them.

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SCHEDULE A MEETING WITH AN ADVISOR

SCHEDULE A MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

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Helpful Content

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.