Financial Integration for Every Stage of Life
Your unique financial plan is crafted based on your personal situation and goals.
Your assets, market movements, and industry trends are closely monitored to help protect and manage your wealth.
Our in-house tax team creates strategies and plans on your behalf to prepare and file your annual personal taxes.
You’ll meet with an estate attorney to create, or update, your important directive documents.
Consistent communications keep you in the know about the market, economy, and our events.
User-friendly performance software allows for secure review of accounts anywhere, anytime.
Enjoy unlimited phone, email, and in-person consultations with your advisor.
Mingle with the entire Lighthouse team at a variety of social and educational events throughout the year.
COMPASS will guide you through:
|▢ Net Worth Synopsis|
|▢ Cash Flow Analysis|
|▢ Retirement Income Projections|
|▢ Retirement Planning & Funding|
|▢ College Planning & Funding|
|▢ Student Loan Payoff Strategies|
|▢ Mortgage Payoff Strategies|
|▢ Life Insurance Analysis|
|▢ Risk Mitigation Strategies|
|▢ Pension Maximization Analysis|
|▢ Unlimited Advisor Consultations|
|▢ Investment Review & Analysis|
|▢ Risk Tolerance Review|
|▢ Ongoing Portfolio Monitoring|
|▢ Video Market Updates|
|▢ 24/7 Online Access to Accounts|
|▢ Account Aggregation Software|
|▢ Tax Analysis & Planning|
|▢ Annual Personal Tax Preperation|
|▢ Existing Document Review|
|▢ Preparation of:|
|– – – – – Wills|
|– – – – – Advance Medical Directives|
|– – – – – Financial Power of Attorney|
|▢ Periodic Reviews and Updates|
|▢ Online Performance Reports|
|▢ Secure Online Document Vault|
|▢ No Transaction Fees|
|▢ Educational Client Seminars|
|▢ Annual Document Shredding|
|▢ Client Social Events|
|▢ Notary Services|