Specialties

With a robust and comprehensive product platform we have been helping clients achieve financial security for more than twenty-eight years. Our business is built upon the core principles of honesty, integrity, and professionalism.

History

Established in 1996.

LightHouse Financial Group is a financial services firm, offering a wide range of wealth management strategies to help our clients reach their goals. With over 30 years of combined financial counseling and investment experience our business is built upon the core principles of honesty, integrity, and professionalism. We have been serving client needs in areas such as: Wealth management, taxation, employer sponsored plans, budgeting, estate planning, college planning, retirement, debt elimination, and life insurance.

Meet the Manager: Jim M.

Jim realized his passion for finance at a young age and got into the industry at age 20. With 9 years of experience now, Jim strives to teach others the principles of investing and building generational wealth. Jim has currently been a partner at Lighthouse Financial Group for going on 6 years and has taught multiple social security seminars since being with our firm.