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Financial Advisory Opportunities Covered |
Value to Your Overall Financial Success |
| As a General Rule | Each session we will consider your goals and their implications to your taxes, investments and estate planning. |
| Tax Management | We start the year by preparing your current year taxes and prepare projections as needed to ensure estimated taxes are paid timely. Tax planning strategies are discussed throughout the year with a check point before year’s end to ensure implementation. |
| Investment Strategy /Implmentation | We will confirm your investment strategy is still appropriate given your personal goals and rebalance your portfolio to ensure consistency. |
| Cash Management | Keeping your cash management habits in line with your current financial situation is an important factor in wealth accumulation. We will help you stay on track, adjusting as needed. |
| Risk Management /Estate Planning | Staying vigilant over the implementation of critical risk management and estate planning strategies will help to minimize unplanned surprises. We will coordinate with third party professionals such as insurance agents and estate attorneys to make the implementation as smooth as possible. |
| “Ad Hoc” Life Transitions |
Unfortunately many life transitions cannot be planned and they could have a significant impact on the ability to achieve your goals.
Employment Transitions: job change, promotion, loss of job, education/retraining, buy/sell/close/transfer business, gain/lose business partner, sabbatical/leave, retire. Financial Transitions: buy/sell home, buy vacation home/timeshare, re-evaluate investment philosophy, debt concerns, consider investment opportunity, receive inheritance or financial windfall. Family Transitions: change in marital status, start family, childcare expenses (hire childcare, special needs (ie; orthodontics, extra activities), education (inc. private school, college, tutoring), child marries, family event (Bar Mitzvah, trip), grandchildren, parent care, long-term care for parent/spouse/self, death of family member. Legacy Transitions: increase benevolence planning/charitable giving, give special financial gifts to children (annual gifting, down payment for home), give parental pension (monthly stipend for parent), develop/change an estate plan, develop end of life plan (funeral expenses, living will). |
Lighthouse Financial Advisors, Inc.
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Financial Planning and Tax Guidance
Click here to see our Holistic Financial Planning Process and get started today! Also check out the Holistic Wealth Management Approach here.Complete our Planning Profile
Click here to complete our Planning Profile. Return it to us to schedule a Complimentary Preliminary Telephone Appointment.
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