Helping Clients Stay the Course
The advisors at Lighthouse Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.
While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.
We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.
For more information about Lighthouse Wealth Group, please go directly to our team website at www.LighthouseWealthGroup.com.
Meet Our Team
Learn more about each of the dedicated members of the Lighthouse Wealth Team.
CPA, CEPA, CFP®
Senior Executive Vice President, SageSpring | Financial Professional, RJFS
Financial Professional, RJFS
Senior Executive Vice President, SageSpring | Founder & Emeritus Wealth Advisor, LHWG | Financial Professional, RJFS
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
As financial advisors, we have come across many misconceptions over the years surrounding the topic of estate planning and wealth transfer. People often underestimate how much their lives can be impacted by having a plan