About Us
Planning Futures
We have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Team
Christopher Bennett, Sr. EA
Christopher has been working in the financial industry since 2002. His main focus has been individuals with tax liens. He has a vast amount of experience making sure that clients are structured properly to avoid over taxation.
Robert E. Burns, Esq.
The premier tax attorney in the United States. He has decades of experience securing his client's financial future.
Lighthouse Wealth Mgt. Inc.
We are your trusted guides through the rough waters of financial planning and asset management.