COMPASS Clients enjoy a host of financial services including
but not limited to:
A customized financial plan that is designed to help you meet your specific goals and dreams. Our financial plans typically include or address:
A Net Worth Statement
An Income and Expense Statement
Retirement Income Projections
Investment Strategies
Tax Planning
Asset Allocation Models
College Funding
Employer Benefits Review
Estate Planning
Insurance Analysis
When you are ready to implement your plan, our staff prepares all of the documentation necessary to bring you on board.
Once we have determined your risk tolerance and expectations for returns, we then implement one of our 5 investment models that fit your profile. Through investment selection process, we monitor your investments, rebalance periodically, and make changes as needed. We then provide you with a consolidated quarterly report that shows how your investments have preformed.
Through our affiliation with Timothy Rice, CPA, your individual tax preparation each year is included at no additional charge
Through our affiliation with Craig Habicht, and Estate Planning Associates, a one time drafting of Wills, Powers of Attorney, Living Wills and Medical Directives are included.
Our technology allows you to have 24 hour, seven days a week, 365 days a year, access via your own personal web page. There, you be able to see all of your accounts with us as well as any other accounts you have online access to, such as checking and savings accounts, 401k and employer plans, brokerage accounts, mortgage loans, credit cards and frequents flyer programs to name a few.
A customized financial plan that is designed to help you meet your specific goals and dreams. Our financial plans typically include or address:
A Net Worth Statement
An Income and Expense Statement
Retirement Income Projections
Investment Strategies
Tax Planning
Asset Allocation Models
College Funding
Employer Benefits Review
Estate Planning
Insurance Analysis
When you are ready to implement your plan, our staff prepares all of the documentation necessary to bring you on board.
Once we have determined your risk tolerance and expectations for returns, we then implement one of our 5 investment models that fit your profile. Through investment selection process, we monitor your investments, rebalance periodically, and make changes as needed. We then provide you with a consolidated quarterly report that shows how your investments have preformed.
Through our affiliation with Timothy Rice, CPA, your individual tax preparation each year is included at no additional charge
Through our affiliation with Craig Habicht, and Estate Planning Associates, a one time drafting of Wills, Powers of Attorney, Living Wills and Medical Directives are included.
Our technology allows you to have 24 hour, seven days a week, 365 days a year, access via your own personal web page. There, you be able to see all of your accounts with us as well as any other accounts you have online access to, such as checking and savings accounts, 401k and employer plans, brokerage accounts, mortgage loans, credit cards and frequents flyer programs to name a few.
COMPASS is an acronym for Comprehensive Online Managed Portfolio Account System and Services.
COMPASS is an innovative, “one of a kind” program offered exclusively through Lighthouse Financial Advisors Inc. Compass combines the following services for one, low annual fee:
Comprehensive Financial Planning
Investment Advisory Service
Annual Tax Prep
Basic Estate Planning
Online Account Access
Our team approach, financial expertise, and cutting edge technology are all wrapped into a systematic process. All of this for one low price only at Lighthouse Financial Advisors!
"Click on the COMPASS for a Demonstration of our Wealth
Management Solution"
