INVESTMENT ALERT! Delay in Posting Account Performance for the Month of February.
Lighthouse Financial Services has delayed the normal reporting cycle for monthly investment performance of client accounts. This delay will only affect the month of February, and is due specifically to a recent corporate action involving both Vodafone (VOD) and Verizon Communications (VZ). The transaction is abnormally complicated, and we are working with TD Ameritrade to ensure accuracy for each of our clients. We thank you for your patience, and will post account performance as soon as the information is available.
Welcome to Lighthouse Financial Services
Lighthouse Financial Services, Inc., (LFS) is registered with the SEC and has been providing high quality, comprehensive Wealth Management and Investment Management services on a "fee-only" platform since 1992.
We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components.
Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up market and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.