lighthouse financial planners
Your Trusted Partner
in Financial Growth and Security
experienced
trusted
proven
Guiding You Toward Confidence and Prosperity
At Lighthouse Financial Planners, we help individuals, families, and small business owners navigate their financial journey with confidence. From personalized investment strategies and retirement planning to tax optimization and estate protection, our expert advisors craft solutions tailored to your goals. Based in Ocoee, FL, we combine trusted guidance with a client-first approach, empowering you to make smart financial decisions today for a secure tomorrow. Discover how personalized planning can illuminate your path to financial freedom.
ABOUT me
WHO AM I
Lighthouse Planning is a trusted financial advisory firm dedicated to guiding individuals, families, and businesses toward long-term financial clarity and confidence. With a foundation built on integrity, expertise, and personalized service, we bring a steady, reliable presence to every stage of your financial journey. Our team is committed to understanding your goals, protecting your interests, and helping you build a secure and prosperous future.
WHAT I DO
We provide comprehensive financial guidance designed to grow, protect, and manage your wealth with precision. Through strategic planning, smart investment management, retirement solutions, tax-efficient strategies, and estate guidance, we deliver clear, actionable plans tailored to your unique needs. Whether you're preparing for the future, optimizing today’s decisions, or building generational wealth, Lighthouse Planning offers the insight and support to help you move forward with confidence.
Comprehensive Wealth Solutions
From financial planning and investments to retirement, tax, and estate strategies, Lighthouse Planning provides expert guidance to help you grow, protect, and manage your wealth—so you can achieve your goals with confidence.
Financial Planning
Personalized strategies for savings, debt management, and retirement to help you achieve your financial goals with confidence.
Investment Management
Custom portfolios and smart asset allocation designed to grow and protect your wealth over the long term.
Retirement Planning
Clear, actionable plans to ensure a secure and comfortable retirement, tailored to your lifestyle and goals.
Tax Planning
Strategic guidance to minimize taxes, maximize income, and keep more of what you earn.
Estate Planning
Protect your legacy with effective estate strategies that secure your assets for future generations.
Niche Services
Specialized solutions for small business planning, education funding, and other unique financial needs.
the people i work with
THE INDIVIDUALS
For individual investors seeking clarity and performance, I offer customized investment and financial planning solutions designed to maximize opportunity, manage risk, and build lasting financial momentum.
THE EXECUTIVES & BUSINESS OWNERS
I deliver elite financial strategies for executives and business owners. From tax-optimized investments to succession and retirement planning, I provide bespoke solutions and offer trusted guidance to grow and protect your wealth for lasting financial success.
THE FAMILIES
I offer tailored wealth management for affluent families. From advanced investments and tax-efficient strategies to estate planning, we provide bespoke solutions to preserve and grow your family’s wealth. Ideliver trusted guidance for lasting financial security and prosperity.
THE ATHLETES
I provide exclusive, performance-driven financial strategies for athletes. From wealth preservation and tax-efficient investing to long-term financial security, I deliver tailored guidance that protects your earnings and elevates your future beyond your career and after the game ends.
FAQs
Got a question? We’re here to help.
