Lighthouse Capital Planners

06/01/2026

To the graduates stepping into a new chapter — CONGRATULATIONS! 🎓

Whether you’re starting your career, continuing your education, or pursuing a new dream, the financial habits you build today can shape your future for decades to come.

A few smart moves to start now:

• Build an emergency fund
• Understand your student loans
• Start investing early
• Create a realistic budget
• Protect your future goals

The earlier you start planning, the more opportunities you create for yourself later 🚀

05/25/2026

This Memorial Day, we honor and remember the brave individuals who gave everything for our freedom. Their sacrifice will never be forgotten.

05/25/2026

There are certain stories that stay with you—not because they are grand or dramatic, but because they quietly remind you what sacrifice really looks like. During World War II, a young Marine named Jacklyn H. Lucas enlisted at just 14...

At Lighthouse Capital Planners, we’re grateful to play a role in helping you protect and grow what matters most. And on this Memorial Day, we’re reminded that behind every plan, every goal, and every milestone is the freedom to pursue them.

05/19/2026

Got a tax refund? Before you spend it, consider how it could support your future. Whether it’s investing, saving, or paying down debt, small decisions today can make a big impact tomorrow.

05/15/2026

Are you prepared for a retirement that could last three decades? Discover how to address the longevity gap and build a resilient strategy for your financial future.

05/10/2026

Today, we celebrate the women who show up with love, strength, and endless support. Your impact reaches far beyond what words can express. Wishing all the incredible moms a beautiful and well-deserved Mother’s Day. 💐

05/06/2026

05/02/2026

Financial planning isn’t about predicting the future. It’s about preparing for it!
Whether you’re building wealth, planning retirement, or navigating life changes, we’re here to help you stay on track with confidence.

04/21/2026

We’re one quarter into the year... How are your financial goals tracking?

Now is the perfect time to reflect, refocus, and reset. Whether you're ahead of plan or need to course-correct, a proactive approach can make all the difference.

Your financial journey isn’t about perfection, it’s about progress.

Let’s make the next quarter even stronger. 💪

Lighthouse Capital Planners, offers the resources and flexibility to provide you with personalized financial planning & investment management.

04/17/2026

We’re proud to celebrate a special moment for our own. 👏

Jared was recently honored as a Paul Harris Fellow by the Temecula Rotary Foundation—an award that recognizes individuals who make meaningful contributions to building stronger communities and fostering goodwill around the world.

At Lighthouse Capital Planners, we believe financial planning isn’t just about numbers—it’s about people, relationships, and creating a lasting impact. Seeing that same commitment reflected outside the office makes this recognition even more meaningful.

Please join us in congratulating Jared on this well-deserved honor. 👏

What does “community impact” mean to you? We’d love to hear your thoughts below.