Services
LFM’s spectrum of services are rendered in a consultative, impartial environment and include:

Estate planning
Risk management
Income tax planning
  • Financial planning consultations for specific problems or concerns:
  • Portfolio management comprised of asset allocation, security and manager selection, periodic  rebalancing of investments, and comprehensive quarterly performance reporting.
  • Individual income tax preparation provided by Stephen’s affiliated CPA firm, www.poplaskicpa.com.
The Process

The Lighthouse process is the structural backbone of our consulting relationship. Our success is measured by how well we help you achieve success in realizing your life’s goals, not by maximizing returns at any cost. We assume the role of true client advisors, focused on your best interests, versus “financial facilitators,” who are interested in completing transactions.

Our process is proactive, holistic, and fully customized. We concentrate on data-gathering and setting goals, seeking to identify financial and non-financial issues for each client. Next, we provide recommendations, tailored plans and implementation services to address your objectives. Finally, we commit to serving your needs and conduct periodic reviews to ensure your plan is on track for life.
Retirement and employee benefits
Stock option planning
Educational planning
Regulatory Disclosure

Lighthouse Financial Management, LLC is an independent Rhode Island and Connecticut Registered Investment Advisory Firm. Lighthouse does not render investment or financial planning advice through this medium. The information contained in this site is limited to providing you with an overview of the firm and its services. Investment advice can only be given or services performed after all of the following conditions have been met:

1.   Delivery of Lighthouse’s Form ADV Part II (Disclosure document) to you.
2.   Execution of an Investment Advisory and/or Financial Planning Agreement by you and Lighthouse.