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.Working with Team LFA
Guide To Finding The Right Financial Advisor For You
We have provided this Free 'Guide to Finding the Right Financial Advisor For You' to help prospective clients make the very important decision of how to select a Financial Advisor. You can use this to make comparisons of services offered by Lighthouse Financial Advisors, an alternate advisor or if you were to provide the services yourself.
It can also be helpful to our existing clients to confirm the value of our ongoing relationship.
Guide To Finding The Right Financial Advisor For You
in PDF format (160 KB)
Click the PDF icon to view. You can print this document out and use as a tool.
Lighthouse Financial Advisors, Inc. make available forms & documents which are available for download. These forms are in Adobe® PDF (portable document file) format. In order to view these forms & documents, you must have Adobe® Adobe® Reader. If you don't have the reader, you can download it for free from Adobe® by clicking here or on the "Get Adobe® Reader" icon below.
Friday September 3rd, 2010
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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.