Lighthouse Financial Advisors, Inc.
Financial Planning and Tax Guidance
Click here to see our Holistic Financial Planning Process and get sarted today!How We are Different
Compare Our Services to Others
We will review all of the Financial Clouds hanging over your head!
| Lighthouse Financial Advisors | Non-Fee Only Financial Planners (American Express, Merrill Lynch, etc.) | CPA, Tax Accountants (H&R Blick, etc.) | Insurance Agents | Brokers | ||||
| Portfolio Analysis/Networth |  |
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| Record Keeping & Spending Plan | |
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| Mortgage Refinance Analysis | |
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| Debt Management, Reduction and Leverage | |
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| Educational Planning | |
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| Financial Independence Planning | |
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| Retirement Analysis | |
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| Estate Planning | |
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| Rollovers, Pension Plans, Annuities | |
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| Goal Setting | |
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| Investment Implementation | |
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| Life Insurance Analysis | |
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| Other insurances (Home, Auto, etc.) | |
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| Tax Planning | |
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| Tax Preparation | |
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| Tax Projection | |
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| Review Employee Benefits | |
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| Unlimited Advice | |
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| Tax Based Mortgage Review | |
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| Financial and Life Coaching | |
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| Career Development | |
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| Entrepreneural Development and Small Business Coaching | |
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Tuesday May 13th, 2008
Contact Us Disclaimer Privacy & Legal Information
©2008 Lighthouse Financial Advisors, Inc. - All Rights Reserved.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully
complete initial and ongoing certification requirements.