experience confidence

Strategically guiding you through financial complexities.

LOS ANGELES // NEW YORK

"Lighthouse Financial provided us with the unique strategy that was relevant to our business goals. They walked us through every step of the process, educated along the way, and celebrated with us in our success. Highly recommend!" - Brandon W.

- Brandon W.

60% of Small Business Owners have Never Met with a Financial Advisor.

Get ahead of the competition. Working with a trusted advisor brings:

  • Confidence

  • Business Intelligence

  • Saves Time

  • Financially Rewarding

  • Unlimited Growth Potential!

 
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The Most Important Factor: Knowing the Needs of You and Your Company. 

The key foundation to guiding you into success is understanding you. This is why we take a highly relational approach to our consulting and strategic financial planning. 

Services

tax
preparation
Business modeling
financial strategy
investment strategy
business accounting
ESTATE
PLANNING
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Our Approach

Guiding You Through Financial Complexities

1. Understand: We meet with you to fully comprehend your unique business, needs, and goals.

2. Provide: We will provide a strategic roadmap showing you step by step how to reach your goals.

3. Deliver: We walk alongside you every step of the way as your plan is put into action.

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At Work

Secure Client Portal to Better Organize Your Life.

We help keep your files organized, secure, and efficient through our secure online client portal

  • Access All Your Key Documents On Demand

  • E-Signature

  • Online Payments

  • 256-Bit Encryption

  • Desktop and Mobile Friendly

 

Resources

Click to Read

 

Contact

Click to schedule a time together, or feel free to reach out via the form below. We look forward to speaking soon.

Thank you for your interest. A representative will be in contact shortly.

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