We welcome you to visit our office. As you would expect, we'll smile and shake your hand - but then at that point, our approach to financial services starts to feel different.
Instead of diving into a formal review of all your statements and policies, you'll be offered a beverage and invited to join one of our advisors for an initial discussion. Without discussing rates of return or economic conditions, we take the time to introduce ourselves to one another at a personal level.
You're welcome to ask about our business and financial backgrounds, determine if the planning process we follow is right for you and - in general - get a feel for who we are and the underlying beliefs of Lighthouse Money Management.
Most importantly then, the initial meeting is the time for you to communicate what you're looking to accomplish. Whether you want to make a one-time investment purchase or you have multiple financial goals that need to be integrated together in a feasible and tax-efficient manner -your input is vital.
We'll ask about where you're at right now, how your income and net worth have changed over the years and what you would like to achieve going forward. In order to serve you, we want to know about more than just your money. The goal at this office is to act in your best interest by being proactive and anticipating your future needs - both in wealth accumulation and protection of your income & assets.
Achieving personal financial goals (both short-term and long-term) takes a lot of thought, planning and patience. If you know what you're trying to achieve - great! We can support you by providing the tools, products and services needed to make your goals a reality. On the other hand, if you're trying to juggle multiple goals like paying down debt, saving for retirement and budgeting for a major upcoming expense - chances are, if we work together, we can provide some clarity and structure. We want our clients to succeed.
We operate through our dealer, Equity Associates, to provide you with a high level of service. Using their streamlined processes and ever-updating technologies, your transactions are processed quickly with all documentation (including full disclosure of fees, quarterly client statements & investment company reports) available to us 24/7.