Lighthouse Capital Planners

08/26/2026

📈 Your future starts with the choices you make today, but you don't have to make them alone. Whether you're building wealth, planning for retirement, saving for college, preparing your estate, or maximizing tax and retirement opportunities, our team is here to help you make financial decisions with full confidence without worry.🤝

Together, we'll create a plan designed towards building, preserving, and protecting you and your loved ones. ✨

Call us today! (760) 731-0489 📞

Don’t be alone in your financial journey! We’re here to help.

08/18/2026

🤝 A great financial partnership starts with Trust

We take the time to listen, understand what's important to you, and create a plan that fits your goals and your future. Whether you're saving for retirement, growing your investments, or planning for life's next chapter, we're here to help you feel confident every step of the way.

✔️ A team that listens and understands you and your goals
📊 Regular reviews to help keep your financial plan on track
💡 Honest, personalized guidance you can trust
📞 Ongoing communication and support whenever you need it
🤝 A long-term partner who's invested in your success

We're here to take the weight of financial planning off of your shoulders. As a team, we can build a plan that helps you move toward the future stress free.

08/17/2026

Looking for financial planning for small business owners in Temecula? Discover how Lighthouse Capital Planners can help you build a prudent strategy for your company's future.

08/14/2026

🛡️ Let Us Help You Protect Your Financial Future

Planning for the future means more than growing your wealth it also means protecting what matters most, you and your loved ones

Our services include:
📌 Fixed & Index Annuities
❤️ Life Insurance
🏡 Long-Term Care Insurance

Trust us to help you build a stronger financial foundation and enjoy greater peace of mind for you and your family. ✨

08/05/2026

💰 Let us help you build your financial future with confidence!

Our services include:
📈 Individual Retirement Accounts
📊 Brokerage Accounts
📉 Mutual Funds & Index Funds
💼 Bonds & Common Stocks

At Lighthouse Capital Planners, we believe your financial journey is personal. That's why we take the time to understand your goals and create investment strategies tailored to your unique needs and desires. We're here to provide trusted guidance and support every step of the way.

📞 Call us today to schedule a consultation and start planning your future! (760) 731-0489

Lighthouse Capital Planners will be your trusted partner toward financial success and wealth building. I offer a comprehensive range of investment services to help you achieve your financial goals and secure a prosperous future.

07/31/2026

Seeking inflation-resilient retirement planning in Temecula? Discover how an experienced financial advisor helps you build a resilient strategy to seek long-term stability.

07/28/2026

Financial freedom looks different for everyone. For some, it’s retiring early.
For others, it’s traveling more, helping family, buying a home, or simply having peace of mind.

No matter what your vision looks like, having a personalized financial strategy can help turn those goals into a reality.

Your future deserves it!

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

07/22/2026

Summer is for making memories, not carrying vacation costs into the fall!

Planning ahead for travel helps you enjoy the experience without worrying about the bill later. A strong financial plan makes room for both today's adventures and tomorrow's goals.

Ready to plan for both? Give us a Call today!

07/17/2026

Financial Check-In

July is the perfect time to ask yourself:
✅ Am I saving consistently?
✅ Am I on track toward retirement?
✅ Has anything changed with my goals this year?

A quick mid-year financial review today can make a big difference tomorrow!

Small adjustments now help avoid major surprises later.

07/10/2026

There's nothing we love more than seeing our community thrive.

Over the past couple of weeks, our team stepped out of the office to celebrate the Temecula Valley Chamber of Commerce ribbon-cutting for Doffo Winery's beautiful new experience, The 51.

We also have a special congratulations in order for Jared! He was recognized for his service as Youth Services Chair with the Rotary Club of Temecula and was honored as this year's Rising Star. While the awards are appreciated, it's the heart behind the service that means the most.

Congratulations, Jared! Thank you for representing Lighthouse Capital Planners and our community so well.