At My Lighthouse Companies, we believe financial planning should do more than just prepare you for retirement—it should reflect who you are and what you value most. That’s why we specialize in lifestyle-driven financial planning, helping individuals and families align their money decisions with their personal goals, beliefs, and faith.
Rather than focusing solely on numbers, our approach integrates budgeting, cash flow management, and investments with your unique life priorities. Whether you're navigating a 401k rollover, considering a Roth IRA, or optimizing your Social Security benefits, we work to ensure each decision supports the life you want to live.
For those seeking guidance rooted in faith, we offer Biblical Financial Planning—a values-based framework that draws from timeless principles found in Money in the Bible. This allows our clients to make wise, God-honoring choices with confidence and clarity.
Our advisors also help simplify the often-overwhelming world of retirement planning, including strategies for IRA rollovers, maximizing Roth contributions, and making informed investment decisions. We understand that the right financial moves aren’t just about returns—they’re about providing peace of mind and freedom to live intentionally.
At My Lighthouse Companies, we see money as a tool—not a goal. Whether you're starting out, building wealth, or transitioning into retirement, our mission is to shine a light on the path that honors your values, supports your goals, and brings peace to your financial journey.
Let us help you build a life where your money works for you—not the other way around.
Connect with us today to start planning your future, your way.
The Lighthouse Companies | https://mylighthouseco.com/blog-posts
Comments
Post a Comment