The Firm's Gift and Estate Tax planning practices for high net worth individuals and families. At the Firm's inception, the founders decided that their clients would be well-served in the investment area. For many wealthy families, the acquisition of significant life insurance can be an important part of the overall wealth preservation plan.
As an
Lighthouse Financial Advisors entire focus is on helping people to protect their money, their assets and their life's work so they can live happy, carefree lives. Our mission is to be keepers and protectors of our client's lifestyle as they define it. Founder, Gary Rogers, learned from his own life experiences that life can change in an instant.
He
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