Lighthouse Financial Management, LLC
401-596-3392
85 Beach Street Building D
Westerly, RI 02891
Westerly, RI 02891
Fax: 401-596-3332
No photo available for this business
Business Information
Financial planning, financial planner, investment management, wealth management, income tax, retirement planning, fee only, fee basedPortfolio management comprised of asset allocation, security and manager selection, periodic rebalancing of investments, and comprehensive quarterly performance reporting. Financial planning consultations for specific problems or concerns: Estate planning Risk management Income tax planning Retirement and employee benefits Stock option planning Educational planning Individual income tax preparation provided by Stephens affiliated CPA firm, www.poplaskicpa.com. Individual income tax preparation provided by Stephens affiliated CPA firm, www.poplaskicpa.com.
1999
NAPFA, AICPA, FPA
Business Description
Lighthouse Financial Management is a total-care, independent advisory firm that guides individuals and families in building, preserving and transferring wealth. Offering total wealth management services since 1999.
Customer Reviews (No reviews)
No reviews were found for Lighthouse Financial Management, LLC.