Advance Financial Lighthouse is an independent financial advisory firm focusing on wealth and retirement strategies for women professionals and executives, small business owners and millennials from diverse business and multicultural backgrounds. Our services, strategies and systems are designed with you in mind.
We serve emerging affluent and affluent individuals and families who are growing in their careers and are high income earners. Some of our clients may have not accumulated a lot of investable assets outside of their employer retirement plans. You want direction on how to accumulate more investable wealth and are ready to get serious about financial planning, estate planning, education planning, cash-flow and budgeting analysis and retirement planning.
Our High net-worth clientele has over a million dollars of investible assets. Many of our clients have become wealthy suddenly as a result of an inheritance, winning a lawsuit or the lottery. Some are rolling over their employer sponsored retirement plan in preparation for retirement income distribution. High net-worth clients often have legitimate concerns about how large inheritances might affect their children. Many are seeking more specific direction with estate planning, teaching children financial skills, tax planning, trust options, financial planning, philanthropy and income distribution planning.
On average our household incomes begin at about $120,000 -$200,000 per year. Regardless where you are on your financial journey, our doors are opened to you. Here For You to help you pursue Financial Strength and Financial Independence.
Our commitment to the community is also very much part of who we are. We proudly continue to support the community through a variety of philanthropic endeavors.
