Having a CERTIFIED FINANCIAL PLANNER™ to guide you as your life changes just makes sense.
Lighting Your Way
Michal Slate, CFP®, MBA, MEd
Founder & President of Lighthouse Financial Planners & Advisors LLC
Hi, I'm Michal~
Although I've built a successful career as a financial expert, I didn't grow up understanding how money worked. I learned most things the hard way which turns out, is the most common way to learn about money. We struggle, we make mistakes & then we are a little wiser. Because I know first hand how painful financial confusion can feel, I make it my top priority to educate my clients in a way that makes sense. After 15 years of experience offering financial advice, I know how valuable a simple explanation can be.
We believe in service and transparency; in grace and education to light your way to financial success.
I'm passionate about education and community development. I've earned an MBA in Business Leadership as well as an education MEd in Curriculum Design.
I'm also a Dave Ramsey SmartVestor Professional.
My team and I are dedicated to helping you reach your financial goals!
Give us a call or schedule an appointment to see how we can help.
There is never a charge for consultations or initial retirement plan reviews.
We believe in service 1st with complete transparency about any costs that may be associated in working with us. We will guide you with grace making sure you understand the process & how we are helping you.
Southern Oregon Team
Client Relations & Official Mascot
Comprehensive Financial Planning & Investment Management services offered through Lighthouse, bring together the simple and the complicated; to equal a strategy that makes sense to you.
Is Your Financial Future on Solid Ground?
33 North Central Ave Suite 201
Medford Oregon 97501