We work with these principals in mind: Encourage, Empower, Enrich and Educate our clients
At Advance Financial Lighthouse, we believe financial planning and wealth building is not only for the rich, but for everyone. We have witnessed how devastating life can be for individuals and families who are not empowered with financial education to change their circumstances.
We are a fee-based financial planning and wealth management firm that provides financial guidance and wealth building opportunities to small business owners, high-achieving professional/career individuals and couples in the baby-boomer, gen-X, and millennial generations.
The mission of our team is to help individuals and families become savvier with money; Encourage, Empower, Enrich and Educate our clients along the winding and changing Financial Roadmap to their goals by guiding them to Plan, Accumulate, Grow and help Preserve wealth.
When you are under our watch your concerns, values and purpose for your money are our concerns. We want to help design the life and the legacy you desire. We will do our very best to steward over your money and concerns by following Fiduciary Principles. We will uphold a high standard of care that requires us to put our clients' interests above our own, act in your best interest and offer sound financial strategies.
We could not be prouder of the work we do every day.