Lighting Your Way

How We Serve You

financial Planning

A well put together financial plan starts with getting to know you. After we understand a little about you & what's important to you, we can educate you on the process of comprehensive financial planning. This is a holistic approach where we look at your cash flow, taxes, savings & investments, retirement, insurance & estate plan. 

Depending on your unique situation, we may need to focus on reducing your tax liability, or helping you establish an estate plan. Every household is different & that is why you need to work with someone who is trained in all areas of financial planning.

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Investment Management

Saving for retirement or a child's college degree are some of the most important things you will do with your money.

  • How much to invest

  • Where to invest

  • What kind of investments

  • If your investments are working in the way you need them to

are all things that you should understand and feel confident in.

This is a complicated process but you don't have to navigate these waters in the dark. Let us light the path and help you understand exactly where your money is and how it's working for you.

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How do you know if your Investing according to 



Is Your Financial Future on Solid Ground?

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

33 N Central Ave, Suite 317, 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

© 2021 Lighthouse Financial Planners & Advisors LLC

Working with an investment professional who is part of the SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals.  There can be no assurance that working with a SmartVestor™ Pro will produce better outcomes than working with an advisor not participating in the SmartVestor™ program.  Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public via the SmartVestor™ program.  Neither Ramsey Solutions nor the SmartVestor™ program is affiliated with NEXT Financial Group, Inc. and are not sponsored or endorsed by NEXT Financial Group, Inc. Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. 

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