Lighthouse Financial W Southern Hills Blvd, Rogers

Dax and his team are true professionals and lead the industry. I’ve been able to utilize Lighthouse as a resource as a small business owner and feel a sense of security behind having the right people in my corner to help me reach my goals. I am beyond happy that I have found a financial advisory team for life.

Experienced and well-versed in tax laws and an overall excellent experience. The team at Lighthouse Financial worked hard to demonstrate value and identified many things I wasn’t considering prior to our discovery session, specifically tax considerations that I was unaware of. Several recommendations weren’t part of my planning process, they were beyond my part-time money manager skill set. They provided long overdue peace of mind and confidence that my financial plans are sound, strategic and delivering maximum value. Hard working and very professional team. 5 stars all the way.

We began working with Lance this year and haven't looked back! Lance came highly recommended by many co-workers. He and his staff are top shelf professionals, catering to our goals and expectations. We appreciate a full service approach to financial planning. B. Anderson

Lance and his team are amazing. Really helped us to understand and execute a well thought out savings plan for retirement. We are in a much better place financially with Lance’s guidance. Thank you Lighthouse. Highly recommended.

Lance and his staff are absolutely "top shelf." I have peace of mind and trust them with my retirement planning. Great people to boot. It would be very hard to find people more caring. Love 'em. Jeff Courtway

I have been with Lance and team for 2 years now, and am pleased with the services I have received. Lance took the time to learn about my family and my financial situation and developed a strategy for my retirement. It is never easy handing over money to a new person, but rest assured you will be in good hands with the team at Lighthouse. I have recommended their services to friends and they all have had positive things to say.

RUN FOR YOUR LIFE! DO NOT UTILIZE UNLESS YOU WANT: Your investments to under-perform every single year (because they will always lag the market/indexes) To pay excessive fees (advisory & product fees) To be placed in poor products (that are specifically chosen to line their pockets, not yours) A lack of transparency (their online client site/portal is INTENTIONALLY set up in a way that you cannot easily calculate/understand your actual returns and expenses/fees; you have to rely on what they tell you verbally – I wonder why...) To pay for their big homes, luxury cars, and country club memberships DO NOT BE FOOLED! THESE ARE SALESMAN, NOT FINANCIAL EXPERTS. My portfolio has recovered (because I fired them), but the financial damage they caused me will never be forgotten on my end. You worked hard for your money, don’t trust this company to properly manage it!

Lighthouse has partnered with my wife and I for almost 20 years. Over that time, Lance and his team built the retirement plan that is now allowing us to live the life we envisioned. Their friendly, knowledgeable and practical approach to helping us manage for today and the future makes financial planning a pleasure rather than a chore.

My husband and I have worked with Lighthouse Financials and our accountant Riggs and Associates for over 10 years. Lighthouse has worked well with us on our financial plans and over time as our needs have changed, they’ve worked to alter our retirement plans. We appreciate the working relationship and good customer service.

Lighthouse Financial has been amazing!!! Lance and his team are very professional, timely, and thorough. So completely satisfied with the management of our retirement account.