As our clients navigate the ups and downs of their personal lives, they can rest assured that our team of professionals at Advance Financial Lighthouse will guide them through the financial implications of life events. We serve a diverse group of clients in all professions, careers and businesses. Do you see yourself in any of these statements? If so, you may be a good fit. We want to meet you.
- You are between the ages of thirty-five and fifty-eight.
- Your goals center around wealth-building
- You are a high-achiever and do not have time to focus on your money.
- You are in moving upward in a corporate career, management, professional or businessowner.
- You are a Corporate Executive who works very hard to protect their company’s future and are so consumed with the demands of their job they have little time to focus on finances.
- You work for the Federal Government
- You are a Woman and are: Single, Married, Divorced or Widowed
- You are a Dual Income Couple
- You are a Financially Dependent Woman.
- You are a member of the LBGTQ community.
- You or someone you know is considering a divorce.
- You are making a job or career change. This transition are either voluntary or involuntary.
- You have recently become a widow and need help navigating through this period successfully.
- You are looking for a financial coach and accountability partner to help you improve your financial stability.
- You enjoy a household income of over $75,000 as an individual and over $150,000 as a couple.
- You are dissatisfied with the level of service you receive with your current Financial Professional.
- You value financial advice and guidance when needed.
- You have suddenly come into a large sum of money and need professional help.
