Resources for You
We want to make sure you are fully equipped to make the right decision. Below we have created resources for you to help you make the best decision.
Find Your Goals
This Goals and Values Inventory is a powerful exercise that can help you both identify and prioritize your goals. Once you rate your goals, you will compare your most highly rated goals and decide which are most important. Then you will receive a list of your goals in rank order.
Find Your Match
In this simple and clear FREE guide we go over how to find the perfect advisor for YOU. We know we aren’t the right fit for everyone. To help you discover your perfect fit, we’ve crafted a guide to assist you. It’s an important decision – we’re here to help.
Ready to Start Your Financial Journey?
Contact
Lighthouse Financial Advisors
Lighthouse Financial Advisors, INC
3 Harding Rd, Suite B. Red Bank, NJ. 07701
P: +1.732.747.6697
F: +800.886.0302
info@lfadvisors.com
Disclosures
Client Relationship Summary – Form CRS
Firm Brochure – Form ADV 2A
LFA Happenings
Copyright Lighthouse Financial Advisors, INC . Disclaimer . Privacy & Legal Information
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R),
Certified Financial Planner™ and CFP(R) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements