Broker Check

About Us




 

Kathy Williams, RFC, President


Our Story
Welcome to Advance Financial Lighthouse, a wealth management firm dedicated to placing clients at the forefront while revolutionizing their financial well-being. Established by Kathy Williams, RFC, in February 1996. Our beacon, the Lighthouse, embodies the guidance and collaborative spirit we extend to our clients. It signifies a voyage toward financial freedom, fueled by our unwavering dedication to empowering individuals, families, and businesses to unlock their fullest potential and attain their financial aspirations.

Our strength lies in merging comprehensive financial planning, behavioral financial advice, and life coaching. This fusion empowers, motivates, educates, and sustains you throughout your financial journey, leveraging your strengths, values, objectives, and a positive outlook as integral parts of our distinct client-centric approach.

 In the role of your wealth manager and coach, we offer tailored support and counsel, unveiling invaluable insights and solutions that might have been overlooked elsewhere. Like a lighthouse, we guide you through the turbulent waters of financial hurdles, providing a guiding light and direction to keep you aligned with your objectives, even amidst temporary setbacks.

 Our pursuit is a continual refinement of our methodologies, an elevation of our expertise, and the delivery of exceptional services. Through persistence and resolve, we aid you in staying on track, collaborating with you to attain enduring success and construct a more brilliant financial future. Our name encapsulates our mission—to illuminate the path toward a brighter, more prosperous tomorrow for you.

Our Mission

Our mission is to enhance the well-being of every client by empowering them financially. We are committed to utilizing all available resources to ensure your financial strength, progress and independence. We will support you throughout your journey, providing guidance and assistance at every stage.

Our Ethics and Principals

Our simple yet profound truth is your best interests and fair dealings will always be our top priority. We serve as fiduciaries, which legally binds us to put our clients’ interests ahead of our own. We believe in establishing a long-term, meaningful connection that encourages open and honest communication. We strive to keep our promises. We work hard earning your trust and helping you feel comfortable.

Our Lighthouse Team

Our Lighthouse Team

We create strategies that are tailored to your needs and goals.

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Our Way

Our Way

Years of experience have prepared us to guide you through your financial road map our way.

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Client Experience

Client Experience

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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