Lighthouse Financial Planning

At Lighthouse Financial Planning, LLC, we understand the importance of having a clear financial vision and a reliable guide to help you navigate the complexities of personal finance. As a fee-only, fiduciary financial planning and asset management firm, our mission is to empower our clients to take control of their financial future and make informed decisions that align with their goals and values.

Our Story

Our firm was founded on the principles of integrity, objectivity, and expertise. We believe that financial planning is not just about managing assets, but about helping individuals and families create a roadmap to achieve their dreams and objectives. Our team of experienced professionals, led by Barry R. Korb, CFP, is dedicated to providing personalized, comprehensive financial planning and asset management services to our clients.

Our Services

We offer a wide range of services designed to help our clients achieve financial clarity and confidence. Our services include:

• Cash flow assessment and management
• Asset allocation and management
• College planning, including 529 plans
• Retirement planning, including IRAs and 401(k) and other employer plans
• Life, disability, and long-term care insurance planning
• Asset management and portfolio rebalancing
• Ongoing financial planning and guidance

Our Approach

Our approach is centered on understanding our clients' unique financial situations, goals, and concerns. We take the time to listen, educate, and provide guidance to help our clients make informed decisions about their financial affairs. We believe in a collaborative approach, working closely with our clients to develop personalized financial plans that address their specific needs and objectives.

Our Commitment

At Lighthouse Financial Planning, LLC, we are committed to being your trusted financial advisor and resource. We promise to always act in your best interests, providing objective, unbiased advice and guidance. We believe in building long-term relationships based on trust, respect, and open communication.