Discovery meeting
Discuss goals and gather information to inform next steps.
Lighthouse Financial Advisors
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About Lighthouse Financial Advisors
Based in Fort Worth, Lighthouse Financial Advisors is a financial services firm focused on helping clients protect their money, assets, and life's work. It begins with a discovery meeting where clients share their goals and provide information for planning. The firm then develops a customized financial roadmap that lays out steps toward those goals. Retirement planning is also addressed through its free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure," which invites readers to consider whether they are prepared for retirement. The process is designed around each client's priorities, with a plan intended to clarify next steps and help them work toward financial goals while protecting their lifestyle.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Lighthouse Financial Advisors and not provided by the business.
Services & specialities
Highlights
Custom roadmap
A tailored financial plan maps steps toward client goals.
Retirement ebook
Free guide introduces questions about retirement preparation.
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