WHO
WE ARE
Lighthouse Financial, LLC is a Securities Exchange Commission registered investment advisory firm. We provide comprehensive financial planning, estate planning and asset management services to clients around the world. Our client-centered, team approach helps you determine and implement strategies that benefit every area of your financial life.
At Lighthouse Financial, we:
Believe in the power of planning to effect positive change in the lives of our clients.
Understand that successful investing is a long-term process, not merely a series of transactions or short-term events.
Have proven that quality endures. A portfolio built on quality investments will endure the test of time.
Offer specialized expertise and experience in wealth management that can help ensure financial success for you and your family.
Create your Professional Advisor Team that brings unique knowledge and innovative thinking to coordinate your financial, investment and tax planning, your portfolio structuring and management, and your charitable planning and family gifting.
Lighthouse Financial Pathway Program after a thorough planning process. Our goal is to keep the increasingly complex from becoming overly complicated.
Recommend investment programs and professional money managers most suitable to your needs and goals. Our plans factor in the impact of inflation, as well as income and estate taxes.
Keep informed of the ever-changing market conditions and explain the investment opportunities to you in our regular meetings and reports.
Strive to consistently strengthen our relationship, a relationship that can last a lifetime and beyond, as we continue the planning that you put in place today for future generations.
OUR VALUESIntegrity
Our most important value is integrity. Earning your trust represents the cornerstone of our working relationships. Our clients know that we:
Always place their interest before our own
Provide objective, independent, unbiased financial advice
Do not recommend proprietary investments
Provide a totally integrated approach to planning
CompetenceUltimately, it is the quality of our advice that represents value to our clients. We commit ourselves to:
Use the most advanced tools and technology available
Analyze and compare investment alternatives to identify those with a demonstrated history of superior performance
Provide thorough, easy-to-understand recommendations and research results from a knowledgeable team of experts
Invest in consistent, professional training and development programs
Exceptional ServiceWe expect that you expect perfect service every time. Our goal is to provide that service consistently. As our client, you can expect:
Caring, personal attention to your individual needs and circumstances
Professional, courteous conduct from everyone associated with the firm
A knowledgeable support team to provide you with personalized services
Coordination with other professionals to complement our services
ConfidentialityOur success is built on trust. To honor our clients' privacy, we:
Release confidential information to their other advisors only after proper authorization
Maintain secure client records
Using their name as a reference only with prior approval
OUR SPECIALTIES
General Financial and Investment Planning
Investment portfolio management to enhance after-tax returns
Strategic asset allocation to manage portfolio risk
Retirement planning analysis
Educational funding analysis
Long Term Care and Life Insurance analysis, evaluation and recommendation
Estate Planning
Strategies to minimize transfer taxes
Coordination with legal counsel for the effective use of trusts to achieve a variety of goals
Development of strategies for charitable and family gifting
Estate settlement and distribution
Executive Services
- Low cost-basis stock strategies to increase income and reduce capital gains
- Employee stock option analysis and exercise strategies for corporate executives
- Retirement income analysis
Professional Advisor Services
- Coordination with accounting and legal advisors to complete critical tasks and provide plan oversight and ongoing monitoring
- Implementation of titling, beneficiary and ownership changes within the plan
- Generation of cost basis and other tax information for successful tax planning
- Administration of trusts for family giving and charitable planning.
Securities offered through Financial Network Investment
Corporation, a registered Broker/Dealer, Member SIPC
Financial Network Investment Corporation and Lighthouse Financial LLC
are not affiliated