Helping Clients Stay the Course
The advisors at Lighthouse Wealth Team oversee financial matters for families in Franklin, Tennessee, and the surrounding areas. Our services provide guidance and comfort to our clients in the same way a lighthouse guides a ship on the open seas.
About Us
While we have decades of experience, we’re constantly learning about new financial strategies, investment options, and tax policies. We enjoy educating our clients about the best approaches they can take to accumulating wealth and using it wisely. We know our clients are able to make the strongest decisions for the future when they understand their options. We bring our years of knowledge and our earnest advice to explain those options in a clear, concise, and unbiased manner.
We’re committed to helping our clients have the confidence to retire comfortably and plan for a conservative, debt-free life. Confidence, calmness, and peace comes from having a plan. We want all our clients to experience the independence and freedom that successful financial planning can provide.
For more information about Lighthouse Wealth Group, please go directly to our team website at www.LighthouseWealthGroup.com.
Meet Our Team
Learn more about each of the dedicated members of the Lighthouse Wealth Team.
Tommy Doerfler
CPA, CEPA, CFP®
Senior Executive Vice President, SageSpring | Financial Professional, RJFS
Rich Smith
Senior Executive Vice President, SageSpring | Founder & Emeritus Wealth Advisor, LHWG | Financial Professional, RJFS
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
"*" indicates required fields
Our Location
Corporate Headquarters
801 Crescent Centre Dr., Suite 600
Franklin, TN 37067
Phone Number
615.861.6124
Recent Insights
Tax Planning Tips for Millennials
Did you know that effective tax planning can actually be a powerful tool for building financial well-being and achieving your long-term goals? If you’re a millennial, you’re probably still in the process of determining how
The Value Of Working With A Financial Team
You probably remember the old adage: “Too many cooks in the kitchen.” And when it comes to Thanksgiving at Grandma’s house, that’s probably very true. But when it comes to managing major financial decisions like
Debunking Social Security Myths
In 2024, over 71 million Americans will receive Social Security in retirement in one form or another.1 The Social Security Administration began as the Social Security Board in 1935 when President Roosevelt signed the Social
Misconceptions About Wealth Transfer and Estate Planning
As financial advisors, we have come across many misconceptions over the years surrounding the topic of estate planning and wealth transfer. People often underestimate how much their lives can be impacted by having a plan