Slide Show: Financial Planning Programs

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"Being a well-educated, high-income earner does
not automatically translate into wealth. It takes
real planning and sacrifice." - Thomas J.
Stanley
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Lighthouse Financial Planning is a fee-only,
financial planning firm providing clients with
comprehensive advice as per CFP Board of
Standard's financial planning process. We take a
holistic approach to wealth management and wealth
accumulation. Well steer and help you to
discover means and ways to turn your financial
dreams into goals.
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We have designed five different programs to suit
ones needs and lifestyle that includes

• Wealth Management Financial Life Planning
• Wealth Accumulator(SM)
• Asset Management
• 401k Wealth Builder

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Wealth Management Financial Life Planning
Program
Program Highlights

• This program aims at aligning your finances so
  you can live the life you want
• It offers ongoing in-depth financial planning and
  asset management services
• Best suited for those who well on the way to
  accomplishing their goals and dreams

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Wealth Accumulator Program(SM)
Program Highlights

• This one-of-a-kind program provides the
  professional serve, advice and support you need
  to be financial successful and secure in todays
  world
• This is specially designed for those who are
  successful mid-career people and wish to secure
  their future properly
• Typical goals may be retirement saving, managing
  investments, planning for college education,
  efficient use of employer provided benefits, and
  more

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Asset Management
Program Highlights

• If you are looking for professional investment
  management based on sound economic and investment
  theory, then this program could be ideal
• This program focuses on employing strategic asset
  allocation to reduce risk while providing returns
  to meet your income and/or growth goals.

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401k Wealth Builder
Program Highlights

• 401k Wealth Builder Retirement Plan is managed
  and rebalanced by professionals, in compliance
  with sound science and proven methodologies
• This program is exclusively designed for small
  employers
• We provide financial literacy education and
  professional financial advice via this program

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OPT FOR LIGHTHOUSE FINANCIAL PLANNING SERVICES
AND SECURE YOUR FUTURE! Contact us at
916-932-7200 To know more about products, visit
http//www.lighthousefinancialplanning.com/product
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