"Lighthouse Financial provided us with the unique strategy that was relevant to our business goals. They walked us through every step of the process, educated along the way, and celebrated with us in our success. Highly recommend!" - Brandon W.
- Brandon W.
60% of Small Business Owners have Never Met with a Financial Advisor.
Get ahead of the competition. Working with a trusted advisor brings:
Unlimited Growth Potential!
The Most Important Factor: Knowing the Needs of You and Your Company.
The key foundation to guiding you into success is understanding you. This is why we take a highly relational approach to our consulting and strategic financial planning.
Guiding You Through Financial Complexities
1. Understand: We meet with you to fully comprehend your unique business, needs, and goals.
2. Provide: We will provide a strategic roadmap showing you step by step how to reach your goals.
3. Deliver: We walk alongside you every step of the way as your plan is put into action.
Secure Client Portal to Better Organize Your Life.
We help keep your files organized, secure, and efficient through our secure online client portal
Access All Your Key Documents On Demand
Desktop and Mobile Friendly