Fee-Only & Fiduciary from day one The Lighthouse Financial Advisors difference - When you make decision to work with us, you have a team of experts ready to service you. Not only will you receive investment & retirement planning strategies, you get access to a personal financial coach & tax management experts. Our team is here to assist our clients in goal setting, life transitions (employment, family and financial transitions) and ongoing cash management needs. Plus, each year, we prepare your taxes and current year projections. Tax planning strategies are discussed throughout the year, with a check point before year's end to ensure implementation. Investment management, financial planning, tax planning & CPA quality preparation and financial coaching - Clients should expect more from their Financial Advisors