Fiduciary Advisor: Contact Information; Planning Profile; Directions to Our Office

Financial Planning and Tax Guidance

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CFP® - Certified Financial Planners® - CFP® - Alliance of Cambridge Advisors, Inc.

Fiduciary Advisor

A fiduciary standard means that your financial advisor is putting your interests first. When you hire a NAPFA member, you are getting the best advice that he or she can give, without any influence from outside interests.

Questions to ask your advisor:

Are you held to a fiduciary standard in all dealings with me and my financial affairs?: Lighthouse Financial Advisors, Inc. = YES
Do you disclose all conflicts of interest both actual and potential that exist now or might exist in the future?: Lighthouse Financial Advisors, Inc. = YES
Do you forego any type of commission based compensation in favor of receiving all compensation via fees that are disclosed in dollar terms?: Lighthouse Financial Advisors, Inc. = YES
Do you provide full comprehensive financial planning or are you simply doing my investments?: Lighthouse Financial Advisors, Inc. = YES
Are you a Certified Financial Planner?: Lighthouse Financial Advisors, Inc. = YES

Please follow the link below to: FOCUS ON FIDUCIARY, a website by NAPFA Consumer Education Foundation.

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.

Lighthouse Financial Advisors, Inc.

Financial Planning and Tax Guidance

Stay Updated

Fiduciary Advisor

A fiduciary standard means that your financial advisor is putting your interests first. When you hire a NAPFA member, you are getting the best advice that he or she can give, without any influence from outside interests.