Lighthouse Financial Advisory - Lighthouse
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Close The Gaps

Lighthouse designs and implements holistic wealth protection plans for you, your family and your business.

With an eye on tax efficiency, we help you ensure that there are no gaps in your plan for savings, retirement, benefits, insurance, wealth accumulation and philanthropy.

Insurance
Insurance
As a licensed insurance broker, we provide the right insurance products to protect you, your home and your business to insure the assets that are most important to you.
Benefits programs
Benefits programs
We help design and implement programs that keep your most valuable assets – your employees – yours.
Tax & Estate Planning
Tax & Estate Planning
Your business and personal financial planning are separate, but they must work together seamlessly to advance your interests and grow your wealth. Understanding and taking advantage of where the line between the two can merge and where it must remain apart is the key to our approach.
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Close the Gaps

For independent financial advisors and brokers, we offer a wide array of customizable products and programs outside the captive box.

When your clients need product outside your arsenal, we have an array of executive offerings at very appealing commissions that ensures your clients have the very best plan in place.

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