Lighthouse Wealth Management has developed client-specific financial solutions since 1992. Further, we strive to meet the challenges of financial issues in the new millennium with today’s challenging economy. The purpose of providing a personalized financial plan is to illustrate the most effective use of financial resources with the aim of accomplishing short and long-term goals. A client’s financial plan may include but are not limited to: retirement planning; investment strategies; education funding; income tax planning; insurance needs analysis; estate planning; charitable planning; gifting; divorce settlement issues; family needs planning; stock options; and other issues unique to a client’s situation.
We implement a ‘team’ approach in preparing a financial plan. After the initial consultation, an advisor researches and prepares a customized, comprehensive financial plan for each family. The process may include consultation with an attorney and our in-house tax expert. After completion, the financial plan is reviewed with our Research Director and assigned Co-Advisor for each family. The team assigned will present the financial plan and ensure each strategic step is fully explained and questions answered. After discussion and agreement, implementation begins.
Contact us to schedule a complimentary consultation by emailing us at firstname.lastname@example.org.
Legal and tax services are not offered by First Allied Securities, Inc.