Lighthouse Financial Services, Inc.

Lighthouse Financial Services, Inc., (LFS) has been providing high quality, comprehensive financial planning and investment management services on a "Fee-Only" platform since 1992. Our mission has been to build financial security for our clients through sound financial planning, investment management, and tax optimization over time. 

We believe that investment management, financial planning, and understanding the dynamics of ones tax situation are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage these components. Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. Our financial counsel encompasses cash flow analysis, investment analysis/management, college planning, retirement planning, retirement plan analysis,  tax analysis/prep, insurance needs analysis, and estate planning.  Our teams broad skill set allow us to be intimately familiar with ; IRA distribution requirements, pensions plans, employee stock options, and general financial matters. Our team of knowledgeable specialists will work with you to achieve your financial goals.

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Advisors at this Office

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This Office

3070 Saturn St Ste 101 Brea, CA 92821-6297 Phone: (714) 572-8900 Fax: (714) 572-4489

Primary Office

3070 Saturn St Ste 101 Brea, CA 92821-6297 Phone: (714) 572-8900 Fax: (714) 572-4489