Financial Planning and Tax Guidance
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LFA Buyer's Guide
We have provided this Buyer's Guide 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.
Here you can view the LFA Buyer's Guide pdf file on your screen. Click the PDF icon to view. You can print this document out and use as a tool.
LFA Buyer's Guide
in PDF format (160 KB)
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Friday July 4th, 2008
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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.