Lighthouse Financial Advisors, Inc.
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.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.
Friday September 3rd, 2010
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©2008 Lighthouse Financial Advisors, Inc. - All Rights Reserved.
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.