Broker Check

Our Financial Advisement Process

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationship have lasted since we founded Lighthouse Financial, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

Lighthouse Financial encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review Our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans meet your needs, we will being to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Portfolio Progress

As its best, working with Lighthouse Financial becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.