Lighthouse Financial Management, LLC

Lighthouse Financial Management, LLC is an independent, “fee-only” advisory firm offering comprehensive financial planning services customized for each client's goals and life events.

Because no one strategy or service model fits everyone, our ongoing service structure and team approach matches the specialized training of our team members with our clients’ needs.

For example, your circumstances may require cash flow planning for retirement, an analysis of tax consequences for a proposed transaction, an evaluation of expected tax liability before the year ends, or an estate plan review. By understanding how all the components of your finances work together, we can proceed toward sound recommendations pairing you with necessary services and an in-depth coordinated picture to help you make sensible financial decisions.

Additionally, since taxes are part of personal cash flow, investment returns, and retirement income, our comprehensive services offer tax planning for future transactions and tax preparation of our clients’ individual federal and state income tax returns each year. Complete tax services produce a seamless understanding of the interaction between financial planning, investments, and related tax decisions.

We assist families, businesses, working professionals, and retirees in Rhode Island, Connecticut, Massachusetts, and across the country. Our typical clients have busy lives and choose to delegate their retirement planning, tax services, and investment management to a trusted advisor.