A financial plan is a comprehensive assessment of your current financial situation and a roadmap for achieving your financial goals. It typically includes the following components:
Retirement planning is an important part of financial planning, and it's never too early or late to start thinking about your retirement goals.
We prepare individual federal and state income tax returns for our clients who have $500,000 or more under our management at no additional charge.
We design portfolios using a disciplined and academically based approach.
We work with you and your attorney to design a plan that reflects your wishes.
We can offer unbiased advice on the amount of insurance you need, as Lighthouse does not sell or receive commissions on any insurance products.