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Finding Your Fit

Lighthouse Financial Advisors is a team of Independent Financial Advisors located in the Dallas / Fort Worth area that offers the convenience of full-service financial resources combined with the benefits of being independent, working for you. We are not an employee of a bank, investment, or insurance services firm. Being independent allows us to offer custom solutions and objective advice while serving our clients through multiple generations.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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Surprises

Surprises

Making the most of surprises is a great reason to work with us.
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Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.
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When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.
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