About LIGHTHOUSE FINANCIAL LLC
LIGHTHOUSE FINANCIAL LLC is a leading financial advisory firm with a proven track record of providing expert financial guidance to clients. With a team of experienced and knowledgeable advisors, LIGHTHOUSE FINANCIAL LLC is dedicated to helping individuals and businesses achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
LIGHTHOUSE FINANCIAL LLC offers a range of financial services to help clients manage their wealth and plan for their future. Through personalized and comprehensive financial planning, the advisors at LIGHTHOUSE FINANCIAL LLC help clients make informed decisions about their money. Some of the key takeaways of working with LIGHTHOUSE FINANCIAL LLC include:
- Expert financial advice from a team of experienced advisors
- Customized financial plans tailored to each client’s unique goals and needs
- A holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
Here are some key facts and insights about LIGHTHOUSE FINANCIAL LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
LIGHTHOUSE FINANCIAL LLC offers a wide range of financial services to help clients achieve their financial goals. These services include but are not limited to:
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning and analysis
Client Types
LIGHTHOUSE FINANCIAL LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
- High net worth individuals
- Non-profit organizations
Fees & Compensation
At LIGHTHOUSE FINANCIAL LLC, we believe in transparency and are committed to providing our clients with fair and reasonable fees. The fee structure for our services can vary depending on the specific needs and circumstances of each client. We typically charge a fee based on a percentage of assets under management, or a flat fee for financial planning services.
Background
LIGHTHOUSE FINANCIAL LLC was founded in 2001 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. Since then, the firm has grown to a team of 10 advisors who are dedicated to providing top-notch financial guidance to clients. LIGHTHOUSE FINANCIAL LLC is headquartered in New York City with satellite offices in several other states.
Financial Advisor Disclosures to Know
As a financial advisory firm, we are committed to upholding the highest standards of ethics and disclosure. We want our clients to feel confident and informed about their financial decisions, which is why we disclose any potential conflicts of interest or disciplinary actions on our website. Here are some important disclosures to know about LIGHTHOUSE FINANCIAL LLC:
- One of our advisors is also a registered agent with an insurance company
- One of our advisors has had a customer complaint filed against them in the past
- One of our advisors has been disciplined by a regulatory agency in the past
For more information about these disclosures, please contact our firm directly.