As a fiduciary, we are committed to placing your interest above ours as we guide you in building, preserving, and transferring wealth. Our services are designed to help you build confidence in your current and future financial decisions. As fee-only advisors, we are compensated solely by our clients based on the assets we manage for you.
We assist families, businesses, working professionals, and retirees in Rhode Island, Connecticut, and across the country. Our typical clients have busy lives and want to delegate their retirement planning and investment management to a trusted advisor. Lighthouse provides a disciplined, academically based investment experience tailored to each client's needs.
We assist families, businesses, working professionals, and retirees in Rhode Island, Connecticut, and across the country. Our typical clients have busy lives and want to delegate their retirement planning and investment management to a trusted advisor. Lighthouse provides a disciplined, academically based investment experience tailored to each client's needs.
Services
Our financial planning firm has roots in a well-established accounting practice that serviced businesses and individuals in the Westerly, Rhode Island area. Stephen C Poplaski started the firm in 1980, providing traditional public accounting and tax services. Over the years, Steve found that his passion was working with business owners to help them streamline their operations and improve profitability.
We can provide you with an in-depth, coordinated picture that will help you make sensible decisions about your life challenges. You may need short-term or long-term cash flow planning, a strategy to handle debt, an analysis of the tax consequences of a decision, or a tax-efficient estate plan.
By understanding how all of the components of your finances integrate, we can work toward sound recommendations that will lead to attaining your desired goals.Our process begins with an initial meeting where we discuss your goals, values, hopes, dreams, and areas of concern. While many clients already have goals in mind, we take the time to prioritize, clarify and expand your objectives.
By understanding how all of the components of your finances integrate, we can work toward sound recommendations that will lead to attaining your desired goals.Our process begins with an initial meeting where we discuss your goals, values, hopes, dreams, and areas of concern. While many clients already have goals in mind, we take the time to prioritize, clarify and expand your objectives.
You may have environmental concerns about greenhouse gas emissions or social concerns about child labor, gambling or weapons. At Lighthouse, we can design your portfolio to achieve the dual goal of investing in companies acting in more environmentally sound or more socially responsible ways while building investment solutions that help meet your financial goals.
Many financial decisions have a tax component that will potentially impact the advisability of a course of action. The proper management of your tax liability can have a positive effect on your cash flow, investment returns, and retirement income. In addition to tax planning for future transactions, our firm prepares our clients' individual federal and state income tax returns each year.
We help our clients with answers to the essential questions that can impact their income and spending when working towards their immediate and long-term goals. Will you have enough money in retirement to travel, pursue hobbies, or pursue another career?. Cash Flow Planning is the process of creating a sensible strategy for funding your retirement that balances current financial needs with expected needs many years into the future.
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