The Lighthouse Difference

When you make the decision to work with us, you have a team of experts ready to serve you. Not only will you receive investment and retirement planning strategies, you will have access to a personal financial coach and tax management expert. Our team is here to assist clients in goal setting, life transitions and ongoing cash management needs. Additionally, each year, we prepare your taxes and following year projections. With each new life event or development, we address each situation as it arises, refine your plan, coach you by reinforcing our guiding principles and help you stay on course.

Our Team

Our Pledge To Our Clients

  • Holistic in outlook.

    I will consider everything I know about your relevant circumstances, family needs, goals, values, and aspirations when making comprehensive planning recommendations.

  • Professional in conduct.

    I will strive to maintain the highest ethical standards possible in my work and life. I will enhance my skills and credentials through ongoing continuing education, and I will refer you to other professionals when you need help in an area outside my expertise.

  • Educational in nature.

    I will guide you through your options and explain them clearly to help you make the best choices. I will always take the time to help you understand my advice.

  • Independent in compensation.

    I will never sell you a product other than holistic financial planning, nor will I take a commission or a referral fee from another professional. You will receive objective, unbiased advice from me.

  • Committed to your success.

    Holistic financial planning is a process, not an event, and I commit to adjusting your plan as your life goals and circumstances change.

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.

Ready to Start Your Financial Journey?

Take the First Step

Contact

Lighthouse Financial Advisors

3 Harding Rd Suite B
Red Bank, NJ 07701

P: 732.747.6697
F: 800.886.0302
info@lfadvisors.com

Contact Us

Disclosures

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

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