Our Services & Solutions

Retirement Planning

Whether you’re building up or spending down your assets, we’ll project what your retirement might look like.

General Planning

Buy or Lease? Traditional or Roth IRA? We help clarify your options so you can make informed decisions about your financial future.

Investment Management

Work with an experienced CFP® Professional on an investment plan that aligns with your life and goals.

401(K) Plans

We help you retain good employees by implementing retirement plans that make sense for your situation.

So you can focus on

Let us do the heavy lifting….so you can
focus on what’s important.

About Us

LightForce Financial gives you the 1-on-1 service you’re expecting, with the tools and resources of some of the largest financial institutions in the country. We’ll help you get your financial house in order by aligning your money with your values and creating a financial plan with an experienced CFP® Professional. Then, if it’s ok with you, we’ll continue to monitor your situation and make adjustments to your plan as necessary.

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL