33 N Central Avenue
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.
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.
We are always just a click away. Send an email, text or schedule an appiontment using our online booking link.
We are a process-driven firm, not a product-driven one. We craft individualized strategies for each and every one of our clients.
We provide comprehensive wealth management for the life you want to live.
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.
We have decades of experience in the financial services industry and have a team of support backing us.
We provide comprehensive wealth management for all.
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.
Steps to consider to improve your Individual Life Plan.
Steps to consider, so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Manage personal affairs while you're alive, and control the distribution of wealth upon your death.
A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's most-unexpected events.
Managing your money involves more than simply making and following a budget.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters.
Client Experience Coordinator
Licensed Sales Assistant
Portfolio Management Associate