How We are Different

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 Block, etc.)	Insurance Agents	Brokers
Portfolio Analysis/Net Worth
Record Keeping & Spending Plan
Mortgage Refinance Analysis
Debt Management, Reduction and Leverage
Educational Planning
Financial Independence Planning
Retirement Analysis
Estate Planning
Rollovers, Pension Plans, Annuities
Goal Setting
Investment Implementation
Life Insurance Analysis
Other insurances (Home, Auto, etc.)
Tax Planning
Tax Preparation
Tax Projection
Review Employee Benefits
Unlimited Advice
Tax Based Mortgage Review
Financial and Life Coaching
Career Development
Entrepreneurial Development and Small Business Coaching
Always Sometimes Rarely