What Clients Are Saying:

“Wendy and Moya are great financial minds and even better friends. So glad we accidentally discovered them just before we retired! It would have been better if we discovered them sooner!!!!!”
— Dave B.

Dave B. is an investment advisory and insurance client and has not been compensated for this statement.

“Competent, friendly, and committed to finding solutions.”
— Bruce H.

Bruce H. is an investment advisory and insurance client and has not been compensated for this statement.

“We feel so fortunate to have found Lighthouse Financial to help us with our investments. They understand all the ins and outs of retirement planning, as well as the market in general. They get to know their clients, and do not offer cookie cutter solutions… everything is customized.”
— J. O’Neal

J. O’Neal is an investment advisory and insurance client and has not been compensated for this statement.

When asked how our firm has exceeded expectations, Jack G stated:

“Caring, knowledgeable, understanding, friendly, courteous, kind, helpful, willing, humorous.”
— Jack G.

Jack G. is an insurance client and has not been compensated for this statement.

When asked how our firm has exceeded expectations, Debra S stated:

“Love the personal touches and caring attitude.”
— Debra S.

Debra S. is an investment advisory and insurance client and has not been compensated for this statement.

“When we were thinking of retiring, Wendy and Moya showed us a comprehensive plan to make it happen whenever we decided to retire. A short time later we decided it was time and they made sure we were comfortable with the choices we were about to make. Since then, we found them available to answer questions, share their guidance and we are extremely happy that we found a group that is very personable.”
— Lynn T.

Lynn T. is an insurance client and has not been compensated for this statement. May not be representative of all client experiences.

“Very easy to talk to and understand.” Wendy and Moya helped me realize I could retire many years before I thought it was feasible.”
— Beth L.

Beth L. is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience.

“You take the guesswork out of money management by helping me make the right choices.”
— Anonymous

Anon. is an insurance client and has not been compensated for this statement.

When asked the main reason for working with our firm, Anon. stated:

“Always involved and ready to help!”
— Anonymous

Anon. is an insurance client and has not been compensated for this statement.