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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.

RETIREMENT PLANNING

We all dream of the day that we can step away from working and enjoy time on our own terms; however, there are many factors to consider when planning for that day: inflation, market risk, longevity and medical expenses are just a few. We have experience navigating these waters, so let’s start a conversation to begin working on a strategy for your big day.

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TAX PLANNING

It’s not about how much you save, but how much you keep. We work closely with our clients to learn their individual situations and structure a plan that maximizes the use of current tax codes.

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ESTATE AND TRUST PLANNING

Is it important to protect the ones you love after you’re gone? We strategize together to safeguard your lifestyles and property.  It may also be important to consider taxes and costs that inevitability come with processing these events. You’ve worked hard for your assets, it makes sense to preserve them.

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SCHEDULE A MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

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Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.