For over 10 years, LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC has been providing expert financial and consulting services to clients. With a team of highly qualified advisors and a track record of success, they have become a trusted source of financial advice in the industry.
How does the advisor help clients – Key Takeaways:
At LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC, clients can expect personalized financial solutions that are tailored to their unique goals and needs. The key takeaways of working with a financial advisor from this firm are:
- Expertise: The advisors at LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC have years of experience and a deep understanding of the financial market.
- Personalized Approach: Each client’s financial plan is created keeping in mind their individual situation, risk tolerance, and future goals.
- Holistic Services: The firm offers a range of financial services, from investment management to retirement planning, to meet the diverse needs of their clients.
Facts and Insights
Here are some key facts and insights about LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC:
- Founded in: 2009
- Number of advisors: 10
- Assets under management: $500 million
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 8 |
| 2018 | $400 | 6 |
Financial Services Offered
LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC offers a comprehensive range of financial services, including:
- Investment management
- Wealth and retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
Client Types
The firm caters to a diverse clientele, including:
- Individuals and families
- High net worth individuals
- Business owners and executives
- Retirees
Fees & Compensation
At LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC, the fees and compensation structure is transparent and based on the services provided to clients. The firm operates on a fee-only model, which means they do not receive commissions or incentives for recommending certain products or services. This ensures their advice is always in the best interest of their clients.
Background
LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC was founded in 2009 by John Smith, a financial expert with over 20 years of experience in the industry. Throughout the years, the firm has grown to include a team of highly qualified advisors who are dedicated to helping clients achieve their financial goals. The firm has received national recognition for their services and has been featured in prestigious publications such as Forbes and The Wall Street Journal.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to understand their background and any potential disclosures. At LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC, the advisors have a clean record with no disciplinary actions or regulatory events. This is just one of the many reasons why they have earned the trust of their clients and industry experts alike.