Transactional thinking put client into a negotiating stance instead of a partnership.

Highlights:

• Let’s talk about money.  Let’s talk about acquiring wealth.
• Transactional thinking may erode wealth over time.
• Insurance agents and annuity salespeople tend to be transactional relationships. The professional is typically compensated by commissions, bonuses, or other incentives based on specific products.
• Transactional thinking means that you enter into a negotiation with the professional instead of a partnership.
• At Lighthouse Financial we stand shoulder to should with clients to provide best fit solutions.
• Our simple, transparent fee structure gives clients the freedom to reach goals without eating away wealth in fees.
• We serve clients well for a lifetime. Lighthouse Financial doesn’t  treat clients or their money like a transaction. We treat clients like a person with goals for today, tomorrow, and into the next generation.

Keywords: Investment Fees, Lighthouse Financial, Financial Advisor, Wealth Management, Retirement Accounts, Wealth Advisors, Financial Customer Service, Client Care