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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.

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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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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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 Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?