Lighthouse Financial Strategies – Helping to Simplify Your Financial life
It’s About You
“Advice and financial planning with the focus on YOU!”
Most people think financial planning is just about money.
It’s not.
It’s about you.
It’s about what’s important to you.
It’s about your goals, hopes & dreams & living the life you want to live.
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Our role is to help you manage your wealth in a manner that supports what’s important to you.
This is the way financial planning should work, and with our help, it’s the way it can work for you.
We can help simplify your financial life so you can spend more time on your quality of life and the things that matter most to you.
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We help clients answer the two most fundamental financial questions of life: “Will I make it, and do I have any financial blind spots?”
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Time and again, clients tell us how great they feel when these two questions are answered and the course before them is clear and their goals are well-defined.
“When was the last time you felt really good about your financial goals?”
That’s what we do. At Lighthouse Financial Strategies, we help investors get to their financial destinations, lighting the path along the way, and keeping them on course. To make that happen, we utilize a detailed yet straight forward process.
Markets, interest rates and tax laws will change, our commitment to you will not. Our focus is on what matters most to YOU and we thrive on YOU achieving Your goals!.
Whether You want to Optimize Your Wealth, Achieve Your Goals or Protect Your Dreams, Lighthouse Financial Strategies is committed to providing the most comprehensive financial solutions for YOU, Your family and Your business.
“When you are my client, you are a member of my family”.
~ Mike F. Moss
We hope you take advantage of the resources we offer here… And, consider letting Lighthouse Financial Strategies help simplify your financial life, so you can spend more time on YOUR Quality Of Life and the things that matter most to YOU.
Our Mission Statement: Through all of the market ups and downs, we strive to provide quality service and professional financial guidance with integrity to help our clients reach their financial goals.
Our philosophy is clear: to do what is right for our clients, each and every day.
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..WHO WE ARE………WHAT WE DO………HOW WE DO IT………WHAT ELSE WE DO
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“We thrive on you achieving your goals!”
Check out the background of firms and investment professionals on FINRA’s BrokerChecK
Are you Retired or Retiring? Watch this video about A Strategy That Can Provide Inflation Adjusted Income For Life
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“You can always modify a financial plan. But you can’t modify a plan that doesn’t exist.”
Travel with a guide you can trust to help you reach your financial destination. more…
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Our “FINANCIAL COMPASS” planning program can help
guide you from where you are to where you want to be. more…
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Are your financial records organized in a safe place?” more…
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“With our Experience, Integrity and Independence, we help YOU navigate your financial life.” more…
“When you’ve lost your partner, the road to financial security is anything but clear, let us help guide you on your way?”
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Changing jobs? Don’t Leave Your 401(k) Behind. “We can Help!”
Our Navigating Retirement Information Center has interactive tools and educational videos that may help you find answers to your retirement questions.
The Bucket Strategy provides a sound foundation for creating income in retirement.
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The “Bucket Strategy” may not be suitable for all investors, and there is no guarantee investing in the model will meet all of its investment objectives.Third party links disclosure – By clicking on these links, you will leave our website. The link you have selected is located on another server. We have not independently verified the information available through these links. The links are provided to you as a matter of interest.
“I take the time to get to know your hopes and dreams, then, I show you how you can make them possible.”
“People make better decisions with Financial Advisors.”
. ~ Robert Shiller, Nobel Prize-winning Economist
Should you have any questions or would like more information, please feel free to email us at Mike.Moss@LFScompass.com or call us at 330-758-7545. We look forward to hearing from you.
“Remember, It’s About You.”
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