Illuminating Your Path to Financial Vitality
Who We Are
At Lightcap Financial Group, we’re your local team with the backing of trusted national partners. Our time-tested, customized strategies are built around your success so that when you do well, we do well. As independent advisors, we offer the flexibility to adapt to your needs, providing unbiased guidance, extensive choices, and a strong focus on value to help secure your financial legacy.
Process
Our Established 4-Step Process
Listen
We take the time to deeply understand you, your values and goals; and WHY they're important.
Collaborate
We partner together to create a strategic, tax-efficient plan to ensure your investments are aligned with your values and goals.
Follow Through
We seamlessly implement your plan, turning strategy into action for lasting success.
Grow
We actively monitor and adapt, making sure we stay on track, giving you confidence and peace of mind.
Our Services
Lightcap Financial Group offers a comprehensive range of services designed to help you achieve your financial goals with confidence. From personalized investment strategies and retirement planning to tax optimization and estate planning, we provide tailored solutions that align with your unique needs.
Financial Planning
Retirement Planning
Insurance Planning
Annuity Planning
Business Planning
Investment Management
Estate & Trust Planning
Tax Planning
Education Planning
Who We Serve
Retirees
You’ve worked hard your whole life—now it’s time to truly live. Real financial vitality isn’t just about having money in the bank; it’s about waking up every day knowing you can do what you love, with the people who matter most, without fear or hesitation.
Business Owners
You built something from nothing. Poured in the late nights, the risks, the sacrifice. But real financial vitality? It’s knowing you don’t have to grind forever. It’s the power to grow, scale, and eventually step away—without everything falling apart.
Families
Nothing matters more than the people you love. Financial vitality isn’t just about numbers—it’s about knowing your family is safe, your future is solid, and your legacy will last. It’s the deep, undeniable peace that comes from providing, protecting, and passing down something meaningful.
Featured Partner
When it comes to protecting and growing your wealth, trust and stability matter. Charles Schwab isn’t just one of the largest publicly traded investment firms in the U.S.—it’s a trusted pillar in the financial industry. It’s done so by putting clients first—delivering unwavering stability, cutting-edge technology, and a platform designed for long-term success.
Insurance Carriers
We collaborate with a team of annuity and insurance specialists, providing access to top-rated, industry-leading insurance and annuity carriers nationwide. Our strategic partnerships offer cutting-edge tools and advanced technologies designed to support both wealth growth and asset protection.
