Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We provide ongoing wealth management and comprehensive financial planning services. We help our clients plan, accumulate, grow, and preserve their wealth with financial planning, ongoing monitoring and support, and with an accountability coaching style. We work with our clients virtually and in our office.
I am the oldest in a family of eight children. My parents lived one day at a time trying to figure out how to manage financially. My father was chronically ill during my childhood and lost his battle with heart disease when I was eighteen years old My mother had to figure out how to take care of us on her own. As a teen I wanted to understand the secret of building wealth and how some people were able to thrive financially. Financial Planning for the future is very personal for me.
Over the years I have witnessed how devastating life can be for families who were not empowered through financial education. Individuals have received inheritances and years later it is gone from reckless spending and taxes. Widows have come to us after the loss of their loved one. Some are trying to make their money keep the family afloat while others want to become savvier about their wealth. Individuals retire and one year later must go back to work because of inadequate planning. My life’s mission is to help people become savvier with their money and Plan, Accumulate, Grow and Preserve wealth.
Our success is largely due to our dedicated clientele, our Lighthouse team, and our back-office support with FSC Securities. I am delighted to work with such a group of talented individuals who share my passion and dedication to make sure each client is supported.
Advance Financial Lighthouse guides over 112 families. We were formed with the purpose of doing things different in the wealth management industry. This means providing clients with independent fiduciary advice, transparency, and individual attention. We continuously work hard to maintain the boutique feel our clients love us for. We provide ongoing wealth management consultation and comprehensive financial planning services. We help our clients financial planning, ongoing support, and accountability of their goals. I love the focus of helping individuals and families pursue stable financial footing and growth of their wealth. I could not be prouder of the work we do every day.