If you budget for your vacation, get more than one estimate for home renovations, or save for your children’s college education, you are already making financial plans.
Professional personal financial planning simply takes that one step further. As your financial advisors, we create a plan and put the strategies in place to grow and to fund your lifestyle now and into the future.
Many financial advisors call financial planning “wealth management”, but rest assured, financial planning isn’t just for the wealthy. Whatever your income, assets, or savings, financial planning can help make the most of the money you have now.
Unlike larger financial planning companies and institutions, the person you meet at Lighthouse Money Management will be the same person who looks after your financial planning year after year. We aim to become a trusted partner in your financial future.
Need some help with your financial planning?
Contact us to book your no-obligation initial conversation. in complete confidence.
Financial advice for our local community
Lighthouse Money Management is based in Huron County, so our team understands the pensions and benefits packages of key employers in our area.
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Or call us at 519-524-5222 to book an appointment to discuss your requirements for financial planning.