Financial Planning

At Lighthouse Wealth Partners, we understand that financial planning is not a “one-size-fits-all” program. Each of our clients’ financial goals are unique and may evolve as life changes over time. All the financial strategies we help facilitate include flexibility around events such as tax law changes, investment strategies, life insurance, retirement planning, and estate protection.

As a fiduciary, clients are our #1 priority, and we are always committed to their best interest. For this reason, we are a Fee-only practice and avoid/disclose all conflicts of interest.

Our areas of expertise include:

• Retirement Planning 
• Investment Management
• Financial Planning 
• Insurance Coverage 
• Cash Flow 
• Estate Planning 
• Tax Advice

Although our team is physically located in Wisconsin, we service clients remotely throughout the United States.