Who We Are
Lighthouse Financial Strategies is an independent financial advisory group dedicated to understanding, educating, and serving our clients with confidentiality and professionalism. We care about the well-being and success of our valued clients. As experienced advisors, we work alongside our clients to ensure the strategies our teams develop continue to align with their short and long-term goals.
What We Do
In an ever changing investment landscape, we use our independence and technical expertise to critically evaluate and select high quality insurance and investment products to meet your needs. Our advisory team will take the time to understand your perspective, analyze your financial health, and assist you in setting and prioritizing realistic goals. We strive to ensure our clients are educated about the options and strategies available to address their needs and concerns. The services we provide include retirement and education planning, investments, and insurance.