"Being a well-educated, high-income earner does not automatically translate into wealth. It takes real

planning and sacrifice." - Thomas J. Stanley

Lighthouse Financial Planning is a fee-only, financial planning firm providing clients with comprehensive advice as per CFP Board of Standard's financial planning process. We take a holistic approach to wealth management and wealth accumulation.We’ll steer and help you to discover means and ways to turn your financial dreams into goals.

We have designed five different programs to suit ones needs and lifestyle that includes –

Wealth Management & Financial Life Planning Wealth Accumulator(SM) Asset Management 401k Wealth Builder

Wealth Management & Financial Life Planning Program

This program aims at aligning your finances so you can live the life you want

It offers ongoing in-depth financial planning and asset management services

Best suited for those who well on the way to accomplishing their goals and dreams

Program Highlights –

Wealth Accumulator Program(SM)

This one-of-a-kind program provides the professional serve, advice and support you need to be financial successful and secure in today’s world

This is specially designed for those who are successful mid-career people and wish to secure their future properly

Typical goals may be retirement saving, managing investments, planning for college education, efficient use of employer provided benefits, and more

Program Highlights –

Asset Management

If you are looking for professional investment management based on sound economic and investment theory, then this program could be ideal

This program focuses on employing strategic asset allocation to reduce risk while providing returns to meet your income and/or growth goals.

Program Highlights –

401k Wealth Builder

401k Wealth Builder Retirement Plan is managed and rebalanced by professionals, in compliance with sound science and proven methodologies

This program is exclusively designed for small employers We provide financial literacy education and professional

financial advice via this program

Program Highlights –

OPT FOR LIGHTHOUSE FINANCIAL PLANNING SERVICES AND SECURE YOUR FUTURE!

Contact us at 916-932-7200To know more about products, visit

http://www.lighthousefinancialplanning.com/products