Wealth management helps you understand where you are today and allows you to build your future with confidence, so you can keep your loved ones safe. If you are seeking a team of dedicated professionals with expertise, objectivity and decisions associated with managing your wealth. We want to liberate you from the complexity of finances so you can live prosperously and enjoy the journey.
This refers to how a financial planner gets paid. Fee-only planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. We believe there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product he or she recommends to the client!
This refers to how a financial planner gets paid. Fee-only planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. We believe there is a significant conflict of interest if an advisor stands to gain financially from the purchase of any product he or she recommends to the client!
Services
Robert Walsh founded Lighthouse Financial Advisors in 1999. Robert's career is dedicated to helping clients by delivering the highest quality tax advice, investment management, financial planning and coaching and to help each client achieve their financial goals. Mr. Walsh founded Lighthouse Financial Advisors (LFA) in May of 1999.
When I was nine years old my father died of cancer. Every morning over the months leading up to his death I brought him his meds and sat on his bed. We would talk about school, weather, life, sports, where he was going and that he would watch over us (He had tremendous faith). The one thing that stood out to me as a young boy was that he said, "take care of my wife."
By working together, we will help you take advantage of opportunities and avoid costly mistakes. Before making any investment decisions, we help you determine where you are and where you're going. We focus on your priorities and work with all areas of your financial life.
We believe there are simple catalysts for creating long term wealth: consistent dedication to living within your means (saving) and a tax efficient, low cost, effective approach to investing.Financial security does not require extraordinary income or investment "home runs." It requires, first and foremost, that you start saving and investing early, and add to your investments consistently.
We believe there are simple catalysts for creating long term wealth: consistent dedication to living within your means (saving) and a tax efficient, low cost, effective approach to investing.Financial security does not require extraordinary income or investment "home runs." It requires, first and foremost, that you start saving and investing early, and add to your investments consistently.
There are many ways to work with us. Below is an outline of our services. We provide complimentary services to get you started, as well as in-depth wealth management packages to take your financial planning to the next level. Please reach out to us if you have any questions! If you are a business owner, we have a program designed specifically for you.
Reviews
Be the first to review Lighthouse Financial Advisors.
Write a Review
