Financial Services

When Expertise is Needed.

There for you, from start to finish.

“Research has shown that households that work with a professional financial planner were more likely to make better financial decisions than those without a planner, taking into account portfolio risk levels, savings habits, life insurance coverage, revolving credit card balances and emergency savings.2

Working at Lighthouse Financial Services, Inc., my family’s business, has developed financial expertise and know-how. There is a full team of financial professionals committed to every client’s success. The investment team is comprised of Chartered Financial Analysts (CFA) and CERTIFIED FINANCIAL PLANNERS (CFP). The tax team holds the esteemed certifications of Enrolled Agent (EA), Certified Public Accountant (CPA), and CFP. Together, this highly trained team collaborates to provide a comprehensive financial plan that adapts to changing life events and financial circumstances. Lighthouse Financial is a fee-only investment firm, which means you don’t have to worry about commissions or hidden advisory fees. Fee-only firms are obligated to put the best interest of their client first.

As a Financial Advisor, I keeping you moving forward in your financial life. Not only do I provide the expertise of investment management, financial planning, and tax services, I also support sound decision making, move you through complexity to solutions, and coach you through psychological barriers hindering financial success. Visit the Lighthouse Financial website for more details.

Services Offered:

  • Investment Management
  • Financial Planning
  • Tax Preparation and Planning

Ready to schedule a 60 minute Call/Zoom Meeting or a 1-HR in person FREE consultation? Click the button below.

Blanchett, David M. 2019. “Financially Sound Households Use Financial Planners, Not Transactional Advisers.” Journal of Financial Planning 32 (4): 30–40. via a Charles Schwab blog.