Creating a Legacy

Reducing Tax Liability

Spring Has Nearly Arrived - Are You Ready to Put Away Your Winter Coat?

Read the March edition of the Shine Brighter blog to learn about several inexpensive ways to get in shape this season so that you can switch to your spring wardrobe with confidence!

Lantern Financial, LLC provides financial planning to help you reach your goals and fulfill your dreams. If you are seeking a financial advisor that truly has your best interest at heart, you have come to the right place. We offer comprehensive, independent financial advice and we have no hidden agenda - we are dedicated to helping you live a more satisfying and successful financial life. If this is your first time here, we congratulate you as you take this important first step toward a brighter future.

Take a moment to explore our site and check out many of the different types of services we offer. Please contact us directly, by phone or e-mail, with any questions or to get started planning a better future for you and your family!

When you think back, do you remember fondly all those hours you spent learning about money and financial planning back in school? What's that? You don't?

That's because the topic of financial planning, while one of the best ways to improve your future, is strangely neglected in school, as well as often around our dinner tables, leaving us each to figure things out on our own. Money is complicated and emotional. One move - right or wrong - can change the trajectory of your future. How are you supposed to know how to make the difficult decisions? If you are like most people, many of these decisions keep you up at night.

You deserve peace of mind.

We understand that it's confusing out there. At Lantern Financial, we can help you sort through all the clutter, find the answers you are seeking, and help you set foot securely on the road toward your goals and dreams. You and your family should settle for nothing less.

Choosing a financial advisor can be overwhelming.

We are different because we are here for you.

At Lantern Financial, we believe that you shouldn't be an after-thought just because you don't have much money saved. Instead, you are our focus. We know that you are in your prime saving years and we are dedicated to helping you build a strong financial future. We've heard you say that you want a financial advisor that will take you seriously - and we want you to know that we are excited to have you as our client!

We are not out to sell you products. We don't collect commissions of any kind - we are a fee-only firm. Our goal is to help you and your family achieve financial security and success through non-biased financial advice. You will have the peace of mind of knowing that we have no hidden agenda - our goal is your goal, and we look forward to building our relationship and to celebrating each success with you along the way!

We look forward to speaking with you soon and discussing how we can help you build a brighter future.