Expect MORE From Your Advisor
At Lighthouse, we are more than your advisor. We are your trusted financial partner. We listen, educate, and help you clarify your direction so you can build the vision of your future with confidence. Our commitment to our clients is evidenced by the long-term relationships we build founded on the values of trust and transparency. As fee-only fiduciary advisors, our clients’ interests and priorities always come first. Our mission is to liberate our clients from the complexity of finances so they can enjoy the journey.
As your tax planner and preparer, we ensure that any tax implications are considered in all decisions concerning your financial life and in turn create a seamless process when it’s time to file your return. Read our Tax Alpha for more information.
We develop an investment strategy aligned to your unique goals. We listen to you to ensure it lies within your specific tolerance for risk. Once agreed upon, we implement it in the most tax efficient way.
Our holistic approach to financial planning goes beyond the traditional. We help you take inventory of your goals, assess their financial implications, and implement a plan tailored to you. Our services are proactive and ongoing.
As your tax planner and preparer, we ensure that any tax implications are considered in all decisions concerning your financial life and in turn create a seamless process when it’s time to file your return.
We develop an investment strategy aligned to your unique goals. We listen to you to ensure it lies within your specific tolerance for risk.
Once agreed upon, we implement it in the most tax efficient way.
Our holistic approach to financial planning goes beyond the traditional. We help you take inventory of your goals, assess their financial implications, and implement a plan tailored to you. Our services are proactive and ongoing.
We liberate you from the day-to-day management of your finances. We help you stay focused and on course.
Lighthouse Financial Advisors, Inc. is a long-standing member of the National Association of Personal Financial Advisors and a founding member of the Alliance of Comprehensive Planners. This means we work strictly in a fee-only, fiduciary capacity. Our approach is comprehensive, client centered and we are held to the highest of standards in the financial services industry.
Contact
3 Harding Rd Suite B
Red Bank, NJ 07701
P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com
Disclosures
Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R),
Certified Financial Planner™ and CFP(R) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements
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