Gary Sharp at Lighthouse Wealth Management has worked with us for several years. Gary takes a very personal approach in helping us to understand the value of what we have, and what we need to do in order to plan for the future. By understanding our level of comfort for risk taking, explaining options available to us in everyday English and aligning the steps we need to take to reach our goals; Gary has help us to make our transition into retirement go smoothly. Customer service from Gary and Lighthouse Wealth has been excellent. Gary is knowledgeable, professional, punctual, and most important 100% trustworthy. We would not hesitate to recommend Gary and Lighthouse Wealth Management to anyone looking for sound, personal financial planning.