Your Time Is Valuable

Sign up by March 1, 2010
And We Will Prepare Your Personal 2009 Income Taxes for Free 

We recognize that managing your company-sponsored 401(k), 403(b), or TSP account may be the last way you want to spend your valuable personal time.  Recent financial turbulence has shown us that those who don't actively keep up with the changes in the economy and financial markets wind up disappointed and disillusioned when opening their statements.

Our NAVIGATOR program will give you the peace of mind to know that your company sponsored retirement account is getting the professional attention it deserves.  With NAVIGATOR you will receive,

  • Active Investment Mangement of your account (s) 
  • Monthly monitoring
  • Weekly e-mail marketing commentary
  • Quarterly Newsletters
  • Unlimited account reviews
     

COSTS
$39.00 / month or $429 for an annual subscription

SPOUSAL DISCOUNT 
$49.00 / month for both or $539 for annual subscription

 Free Tax Prep!  Lighthouse Financial Tax Services will prepare your personal income taxes for you free of charge for the 2009 year if you sign up by March 1, 2010.   Given that the average cost of preparing taxes in 2007 at a leading national tax service was $280, NAVIGATOR'S  true cost to you could be as low as $15.67 per month!

 click here to set up an appointment with an advisor