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:

A customized financial plan that is designed to help you meet your specific goals and dreams.

• 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.

Your individual tax returns will be prepared by Lighthouse Tax Services at no additional charge.  This allows us to look for and implement various tax reduction strategies to minimize your tax obligations.  With several CPA's on retainer, you can be assured of getting competent and timely advice.

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.