About Us

Lighthouse Financial and Tax’s mission is to mitigate risk in investment portfolios and reduce taxes for our clients and their heirs. Our primary strategic approach is active tactical asset management.

Experience the Difference

Here at Lighthouse Financial & Tax we mitigate risk in your investment portfolio and reduce your taxes.

Estate Planning

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured...

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Financial Planning

Time doesn’t stand still, and neither does money. That’s why you can use time to your advantage when investing for wealth accumulation. The...

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Retirement Planning

These days people are living longer. Thanks to new prescription drugs and medical technology, it’s not unusual for someone retiring at age 65...

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Tax Planning

Rising taxes are a concern for many individuals approaching retirement. It’s important to incorporate tax planning into your financial…

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Gourmet Dinner & Presentation

Join us for a complimentary dinner and presentation.

Meet the Professional

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Learn from yesterday, live for today, hope for tomorrow. The important thing is not to stop questioning.

Albert Einstein

Step with care and great tact, and remember that Life's a Great Balance Act.

Dr. Seuss

It's not what you look at that matters, it's what you see.

Henry David Thoreau