Service Offering
Service Offering

Investment Strategy
Investment Strategy

Asset Allocation
Asset Allocation

Smart Stock Investing - Services Offered

The following professional stock investing services are included in a relationship with Lighthouse Financial Partners:

Quarterly Review Checkup and Stock Advice
  • Summary of Holdings: An overview of what stock market investors are currently holding such as Stocks, Mutual Funds, ETF's, Annuities, CD's and other Alternative Investments.
  • Analysis of Stock Investing: An analysis of the stock advice given in the past.
  • Risk Evaluation: Holdings of all asset classes are allocated in order to maintain the proper risk tolerance. It is our practice and belief that smart stock investing begins with a consistent risk tolerance strategy without changing based on market fluctuation.
  • Smart Stock Investing Recommendations: New recommendations, if needed, to capitalize on certain parts of the global markets and how to make the most efficient stock investing decisions from investors on the stock market.
  • Goal Assessment: An analysis of the goals stated at the beginning, whether the goals are the same and actions needed to be taken in the future if any.

Stock Advice

Lighthouse shares a network of professional alliances to assist clients and offer stock advice in the Advanced Planning stages. Our professional alliances include:
  • Attorneys: Those who have been a stock investor in the past typically have estate planning and will planning issues that need an attorney to assist them with.
  • Accountants: Stock market investors typically have tax situations such as Capital Gain, Alternative Minimum Tax and Required Minimum Distribution issues which need to be reviewed by a Certified Public Accountant.
  • Insurance Agents: Smart stock market investing is a great, but useless if one's wealth is deteriorated by death, disability or medical infirmity. Insurances need to be properly in place to plan for such potential catastrophes.
  • Investment Banks: Many stock market investors will use Investment Banks for alternative investments such as Private Placement Memorandums.
The Appointment Process
  • Introduction to Client
  • Initial Consultation
  • Strategy Consultation
  • Implementation Meeting
  • Post-Implementation Conversation
  • 90 Day Checkup