LIGHTHOUSE FINANCIAL STRATEGIES
Guidance When You Need It.
Services Provided
Lighthouse Financial Strategies is an independent fee-based financial planning firm committed to representing your interests. Our success is tied to your success. We offer the full spectrum of products and services available. You receive the benefits of a full-service investment firm with the unbiased and independent advice of an experienced financial advisor.
We are pleased to offer comprehensive financial planning for all seasons of life:
BUILDING A SOLID FOUNDATION
Budgeting
Banking Services (https://cfdbankingservices.mybankingservices.com/)
Life Insurance
EDUCATION PLANNING
529 College Savings
Custodial UGMA/UTMA
Education Savings Account (ESA)
RETIREMENT PLANNING
Comprehensive Financial Plans
Employer Sponsored Plans
Fee-Based Investment Management
IRA/Roth IRA
Long-Term Care Insurance
LEGACY PLANNING
Risk Management
Tax Reduction Strategies
