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Slide Show: Financial Planning Programs

As you watch your assets grow, it’s important to think about how you should be managing your finances. Consulting with a financial planner can help you see all your options and set you on the right track for your financial goals, whether that is saving for retirement, investing to grow your wealth, setting money aside for a child’s education, or something else. If you are starting to search for options to improve your financial future, contact the professionals at Lighthouse Financial Planning.

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Slide Show: Financial Planning Programs

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Presentation Transcript

  1. "Being a well-educated, high-income earner does not automatically translate into wealth. It takes real planning and sacrifice." - Thomas J. Stanley

  2. Lighthouse Financial Planning is a fee-only, financial planning firm providing clients with comprehensive advice as per CFP Board of Standard's financial planning process. We take a holistic approach to wealth management and wealth accumulation. We’ll steer and help you to discover means and ways to turn your financial dreams into goals.

  3. We have designed five different programs to suit ones needs and lifestyle that includes – • Wealth Management & Financial Life Planning • Wealth Accumulator(SM) • Asset Management • 401k Wealth Builder

  4. Wealth Management & Financial Life Planning Program Program Highlights – • This program aims at aligning your finances so you can live the life you want • It offers ongoing in-depth financial planning and asset management services • Best suited for those who well on the way to accomplishing their goals and dreams

  5. Wealth Accumulator Program(SM) Program Highlights – • This one-of-a-kind program provides the professional serve, advice and support you need to be financial successful and secure in today’s world • This is specially designed for those who are successful mid-career people and wish to secure their future properly • Typical goals may be retirement saving, managing investments, planning for college education, efficient use of employer provided benefits, and more

  6. Asset Management Program Highlights – • If you are looking for professional investment management based on sound economic and investment theory, then this program could be ideal • This program focuses on employing strategic asset allocation to reduce risk while providing returns to meet your income and/or growth goals.

  7. 401k Wealth Builder Program Highlights – • 401k Wealth Builder Retirement Plan is managed and rebalanced by professionals, in compliance with sound science and proven methodologies • This program is exclusively designed for small employers • We provide financial literacy education and professional financial advice via this program

  8. OPT FOR LIGHTHOUSE FINANCIAL PLANNING SERVICES AND SECURE YOUR FUTURE! Contact us at 916-932-7200 To know more about products, visit http://www.lighthousefinancialplanning.com/products

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