Lighting Your Way

Michal Slate, CFP®, MBA, MEd

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As a financial planner Michal helps her clients plan and manage financial resources from a holistic viewpoint. 

She holds the prestigious CERTIFIED FINANCIAL PLANNER™ designation, FINRA Series 7 and 66 registrations, as well as the State of Oregon and California Life and Health Insurance licenses.

As a financial advisor, Michal enjoys building relationships with her clients and helping them find the best financial solutions for their unique life goals. She is passionate about education and community development. She holds an MBA in Business Leadership as well as an education MEd in Curriculum Design. 

 

The beautiful Rogue Valley has been home since 2005 when she moved from the Bay Area of California. Michal is a member of New Life Nazarene Church in Medford and a Board member of the Jackson County Library Foundation.

Michal has been married to her husband, Travis for 14 years.

You can find Michal spending her free time writing, teaching, taking additional college courses and spending time with her dog Walter.

Services

Comprehensive Financial Planning

Why Choose a
CERTIFIED FINANCIAL PLANNER™ Professional?

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.

CFP® professionals are held to strict ethical standards. 

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.

 

At Lighthouse, we take a holistic approach to your financial plan. We take time to understand your current life phase and where you want to go. Through natural conversation we will help you understand the financial priorities that need to be worked on right away, and how a healthy plan will change as time goes on. From your income & expenses, to your gift giving & estate plan. From your taxes & insurance to your travel & home improvement projects. We are here to help you navigate the future through wise counsel.

Investment Management

Growth, Peace, Values, Goals Can you have it all?

With everything that life has to offer, both wonderful and heartbreaking, it is difficult to manage it all. Most individuals consider themselves successful if they can work in a career they enjoy, that pays the bills and makes them feel that they are making a difference. 

Financial management is an area of focus that can cause anxiety for many, especially if you work in a career that is not financial.

The human brain is fascinating; however, in order to function well in the area of finance there is a lot of mental bandwidth that is required. Unless you enjoy finances or have a career background in it, chances are financial management is not fun or enjoyable and could even be something you dread.

 

Investment Management services offered through Lighthouse, bring together the simple and the complicated; to equal a strategy that makes sense to you.

  • Investments focused on the long term without sacrificing the now.

  • Growth with the ability to have peace.

  • Investing with confidence knowing your'e investing in companies you believe in and are in line with your goals. 

This doesn't have to be a difficult process and you should be working with a professional that looks deeply at your unique situation and how the investment management will enhance your life while aligning with your values.

33 North Central Ave

Suite 201

Medford Oregon 97501

Contact Us

Check the background of this firm on FINRA’s BrokerCheck.

33 Center Ave, Suite 201, Medford, OR, 97501; Office Phone & Fax: 541-494-1034


Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Lighthouse Financial Planners & Advisors LLC is not an affiliate of NEXT Financial Group, Inc.
To view NEXT Financial Group Inc.’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.

© 2020 Lighthouse Financial Planners & Advisors LLC