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Financial & Insurance , Services - Personal & Business :: + Financial Planning

Lighthouse Wealth Management

At Lighthouse Wealth we have that expertise.  Give us a call to set up a personal review of your situation.  It will be time well spent.  With sound advice, a solid plan and a little hard work, financial freedom can be more that just a dream.  It's an achievable goal.

With our wealth of hands-on financial experience and our team of fully qualified advisors, backed by a strong Administrative support team, we bring the very best options to your home or business.  We are a huge believer in a statement that our founder Dave Sharp says every day...."People do not know, what they do not know."

The decisions you make today will determine the financial consequences in the future.  As part of your financial future, whether you are young; single or family; a business owner or professional; at or near retirement or thinking about your Estate goals; you must first recognize the value of choosing the right professional to manage your wealth by creating a plan specifically suited to your need.  Your chosen professional must be licensed and educated for both the insurance and investment industries, with experience in the financial world to be qualified to assist you with your estate plan.  They should be knowledgeable in tax planning, legal issues, insurance and investments, and have the required professional designations such as CFP & EPC.  Many 'advisors' out there are basic sales representatives and may not be recommending what is in your best interest or be qualified to provide financial advice.