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.