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Why Advance Financial Lighthouse

 We Understand You Because We Celebrate the Difference in You

Are you a High-Achieving Multicultural Professional or Career Person? Straight or LBGTQ?  Single Woman or Dual Career Couple? Are you tired of the same old approach to wealth building with charts, graphs and complicated jargon or one size fit all solutions? Do you want someone to understand you, listen, hear and see you? We celebrate and value diversity, inclusion and uniqueness in every aspect with pride. Because we are very different too.

We also focus on your investments and how you can use them to build wealth, while providing advice and consultation. We help develop a plan to pursue goals by considering the entirety of your financial health for your future through a Financial Plan. And we also serve as your accountability coach. As your coach we are your partner to help ensure you stay on track to pursue your goals and continue to make progress in improving your money management habits  All of these all rolled into one. You do not have to go to separate professionals. This makes us very unique. We do not concern ourselves with only your money- but the entirety of you!

<span>&#160;Your concerns are our concerns</span>

 Your concerns are our concerns

  • We encourage, empower and educate you along the way

  • We have a unique ongoing client experience process

  • We put your interest above our own

  • We emphasize fee based financial planning and wealth management

  • We do not speak in complicated financial jargon you don’t understand

  • We stay in touch frequently through our reviews 

  • We treat you like a member of our family by caring and listening

  • We'll provide feedback that lets you know you've been heard

  • We can provide ongoing monitoring of all of your investments

  • We educate you about any changes should the need arise

  • We manage Information and educate you through webinars
  • We alert you of changing laws, economics, government actions

These features and benefits have been the cornerstone of how we work and the foundation of our success. We will help you strive for financial strength and independence.

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