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FIRST HALF IN THE BOOKS
The stock market opened the second half of 2021 with modest gains. At the moment, the Dow is up 72...
5 Questions to Ask When Choosing a Financial Advisor
Selecting a financial advisor can be a daunting task. Individuals have the temptation of narrowing their decision making based on...
Financial Planning: Helping You See The Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the...
TOP 4 RETIREMENT MISTAKES
In the late 1970s, Congress passed the Revenue Act of 1978 which created section 401(k) of Internal Revenue Code which...
Who We Are
https://youtu.be/_DT56fFxRBk Highlights: We are laser focused on clients. Our goal is to wrap our arms around a client’s entire financial...
Transactional thinking put client into a negotiating stance instead of a partnership.
https://youtu.be/ePf4dLSVrEo Highlights: Let’s talk about money. Let’s talk about acquiring wealth. Transactional thinking may erode wealth over time. Insurance agents...
All Financial Advisors should have a strong decision-making framework in place.
https://youtu.be/EIpyUzWd1hg Highlights: Lighthouse Financial consistently seeks to provide tools and resources that serve clients. When it comes to constructing portfolios,...
Financial Services Fees at Lighthouse Financial are transparent, simple, and fair.
https://youtu.be/77mKI9JswBg Highlights: It’s important to know how your advisor gets paid. Fees are not always as transparent in the financial...
Robots and algorithms are deteriorating the client servicing relationships needed in wealth management.
https://youtu.be/wg2267rSujk Highlights: Lighthouse Financial is keenly focused on personal client servicing. The financial industry has become more focused on artificial...
Financial advisors should provide clients simple, easy to understand advice.
https://youtu.be/pi7RhwpXhHs Outlines The financial industry wants investors to think investing is simple so that they can promote products and services...
A well constructed portfolio is critical to wealth accumulation.
https://youtu.be/9V3Oi7S4P8Y Highlights: Do you collect stocks or construct portfolios? Let’s talk about the difference. Stock collectors purchase individual stocks that...
Lighthouse Financial enjoys client relationships.
https://youtu.be/2HoHT9whM8U Highlights: We know our clients and how they like to connect. We understand that a relationship produces better financial...
Get In Touch
Contact our team of professionals today.
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3070 Saturn Street, Suite 101. Brea, CA 92821