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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.

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®

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.

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SCHEDULE A MEETING WITH AN ADVISOR

SCHEDULE A MEETING WITH AN ADVISOR

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Helpful Content

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.