Broker Check

About Us

Client Centered

Over time, we've learned that a collaborative team approach effectively supports clients with diverse needs in the complex financial-services realm. Explore the impactful benefits of our services, encouraging opinions from varied sources. Recognizing the uniqueness of each client, I provide dedicated attention throughout the entire process, offering proactive strategies for efficient financial goal attainment. Anticipating and addressing challenges, I aim to guide you toward a purpose-driven financial future.

Our mission is to understand your needs and goals, guiding you in developing a tailored strategy. From managing debt to retirement planning, I'm committed to leveraging all resources for your goal pursuit. Embracing innovative thinking, I fearlessly challenge conventional wisdom in investing and wealth preservation. Our focus is entirely on you, ensuring your satisfaction and success.

Lighthouse Story

Client Centered

Lighthouse Capital Planners incorporates a lighthouse in our name and symbol for specific and vital reasons, reflecting my philosophy in financial planning and comprehension of the economy. A lighthouse guides ships with landmarks, warns of hazards, and provides safety—a symbol mirroring our approach. At Lighthouse Capital Planners, it signifies progress amid challenges. I've discovered that a well-crafted financial plan navigates life's hurdles, aiding toward a successful financial journey. Leveraging proven principles and demographic insights, I assist individuals and businesses. Understanding the economy allows proactive planning, fostering peace for our clients. Contact me for a personalized financial plan aligned with the real-world economy and demographics, helping to ensure a proactive and enjoyable financial life. 

Visit our website for more information, and feel free to reach out via email or phone with any inquiries. We eagerly await the opportunity to connect with you. 

Suggested Content