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Estate Planning – Tips For You

Estate Planning is important for people of all ages.  Lighthouse Financial Advisors is here to help with our clients’ Estate Planning.  If you do not have one in place, please feel free to contact us to schedule an appointment to discuss and plan for yours. Here are some tips to help you with your Estate […]

New Year’s Resolutions

Happy Holidays! The New Year is just about here. We all hope 2022 will be a great year for everyone.Resolutions for the New Year are somewhat a big part of our culture; however, we are not the best at sticking to them. Statistics show that only about 8% of people actually achieve their goals (or […]

In Lieu of a 2020 Client Party

AS WE NAVIGATE THROUGH THE CHANGING TIDES OF THIS PANDEMIC…OUR COMMITMENT TO YOU REMAINS THE SAME… After careful consideration and in light of the ongoing Coronavirus we are saddened to have to inform everyone that we are postponing the annual Client Appreciation Party that we host at Monmouth Park. The health and safety of our clients […]

College – Fall 2020 Decisions – Decisions!

Begin your College Education in Fall of 2020 at the school you originally planned? Enroll at your local Community College for the first year or two, then transfer to another university or college where you can earn your diploma from? Take a “GAP YEAR”? With all of the UNKNOWNS and UNCERTAINCIES, most Universities and Colleges […]

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Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

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Disclosures

Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A

Recent Posts

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Your Estate Plan: A Living Part of Your Financial Picture

Why an IRS IP PIN is Important for Your Tax Security

Energy Credits – The Basics You Should Know

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