Lighthouse Capital Planners

Lighthouse Capital Planners

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06/21/2026

Happy Father’s Day to the dads, grandfathers, mentors, and role models who work tirelessly to build strong foundations for their families 💙

Financial planning isn’t just about numbers!

It’s about creating security, opportunity, and peace of mind for the people you love most.

Today, we celebrate the fathers who lead with wisdom, sacrifice, and purpose every single day.

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.

Memorial Day Letter 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...

Memorial Day Letter 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.

Is Your Plan Ready for Age 100? Solving the Longevity Gap 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.

Is Your Plan Ready for Age 100? Solving the Longevity Gap

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27349 Jefferson Avenue Ste 212
Temecula, CA
92590

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm