Our Focus - Wealth Planning

“Partnering with you to achieve your financial success, as you define it, is our priority and focus.”

At Lighthouse, our focus begins with understanding how you live your life today and what you see as priorities for not only today, but the future as well. From here we work with you to create a financial plan detailing both solutions and the steps necessary to achieve your goals with confidence.

These goals often reference and include:

• Generating income now and during retirement
• Saving and planning for education
• Establishing your estate and wealth transfer plan
• Minimizing your tax burden
• Planning for strategic charitable giving

Our wealth management professionals bring experience and expertise, together with industry-leading research tools, to create a customized, adaptable wealth plan that evolves as you do.