Contact us for a complimentary consultation with one of our advisors. A Lighthouse financial advisor will prepare a financial plan that encompasses investment planning, financial planning, tax and estate planning. The Lighthouse Wealth Management team can assist in strategies to protect your financial future, preserve your current assets, and encourage planning for you to prosper in your short and long-term financial goals.
Please complete the following forms below before your initial consultation with your financial advisor. This will allow the advisor to begin your customized financial plan immediately.
Lighthouse Wealth Living Expenses Form
A basic budget worksheet to determine your monthly living expenses for planning purposes.
Lighthouse Wealth Management Information Request Form
List of documents we suggest you bring to your initial appointment so we can begin the process immediately.