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Edit Business | Lighthouse Financial Advisors
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About Fee only - Comprehensive Financial Planning Story The Future of Financial Planning.....Today! Lighthouse Financial Advisors, Inc. was founded to provide our clients with sensible and ethical financial and tax advice to help put their financial goals within reach. We believe guidance and education are the building blocks of a sound financial plan. Our difference is that we follow a fee-only, personal relationship model. Fee-only allows us to be completely objective and to make decisions with only the client's best interest in mind at a minimum of cost. Our holistic philosophy is to deal with a client's total picture. We provide tax planning and preparation, investment planning, employee benefits analysis, risk management, cash flow analysis, retirement planning and estate planning. Together, we’ll design a complete program that addresses all of your financial and tax issues. By working together we will help you take advantage of opportunities and avoid costly mistakes.
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