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33 N Central Avenue, Suite 317, Medford, OR 97501

541-494-1034
michal@lighthousefpa.com
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Dedicated to Your Success

Imagine your finances are like a puzzle. Even if you have all the pieces, you may struggle putting them together. We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.


How much do you need to retire?

Your income and expenses can be used to determine if your savings rate will be enough. Let's make a plan to help ensure your financial future will be sound.

Michal Slate, MEd, MBA, CFP® 

Michal Slate, MEd, MBA, CFP® 

President & Founder, CERTIFIED FINANCIAL PLANNER™

Lighthouse Financial Planners & Advisors LLC is headquartered in the heart of the beautiful Rogue Valley in Southern Oregon.

Our mission is to light your way to purpose and prosperity with comprehensive financial planning & investment management that puts relationships first while creating a financial plan you can feel really good about. 

Your Goals are Built into the Plan

Here When You Need Us

Here When You Need Us

We are always just a click away. Send an email, text or schedule an appiontment using our online booking link.

A Unique Approach

A Unique Approach

We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.

A Comprehensive Approach

A Comprehensive Approach

We provide comprehensive wealth management for the life you want to live.

Our Resources

Our Resources

We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.

A Unique Approach

A Unique Approach

We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.

Experienced Professionals

Experienced Professionals

We have decades of experience in the financial services industry and have a team of support backing us.

A Comprehensive Approach

A Comprehensive Approach

We provide comprehensive wealth management for all.

Our Resources

Our Resources

We have built our firm around helping our community’s business owners and professionals plan for their futures. We understand the unique questions you may have.

Take Charge of Your Retirement

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Resource Center

Steps to consider to improve your Individual Life Plan.

Retirement

Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

Investment

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

Estate

Manage personal affairs while you're alive, and control the distribution of wealth upon your death.

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.

Money

Managing your money involves more than simply making and following a budget.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.

Meet The Team

Michal Slate

Michal Slate, CFP®

CEO, Founder

Walter Slate

Walter Slate

Client Experience Coordinator

Elena Voin

Elena Voin

Licensed Sales Assistant

Paula Cathcart

Paula Cathcart, EA

Associated Person

Brenda Stein, CFP®

Brenda Stein, CFP®

Financial Advisor

Giancarlo Foti

Giancarlo Foti

OSJ Supervisor

Joe Bonacci

Joe Bonacci, CFA

Portfolio Management Associate