for the long term
Who we are?
Lighthouse Financial Planning, LLC provides fee-only, fiduciary financial planning and asset management to help our clients gain control and confidence in their financial future. Our vision is to become your financial advisor and resource by helping you chart a path to your goals through life's financial challenges. This web site will help you learn more about financial planning and about us.
Lighthouse Financial primarily serves the Washington, D.C. Metropolitan area, including Montgomery County Maryland, Northern Virginia and Washington DC, as well as the New York City Metropolitan Area, including Manhattan, Rockland County, NY, and Northeastern New Jersey.
Who we serve?
Our diverse clientele includes families, single and divorced individuals, unmarried couples, special needs situations and individuals in transition. They represent beginning, middle and upper income investors, retirees and seniors. Professionals such as doctors and lawyers, entrepreneurs, federal and state government employees are examples of those we serve.
What we do?
Lighthouse Financial Planning, LLC a registered investment advisor, provides fee-only, independent, objective financial planning and asset management services. Examples of services offered include cash flow assessment; asset allocation advice; asset management; college planning, including use of 529 plans; retirement planning, including use of IRAs and rollover of 401(k) and other employer plans; life, disability and long term care insurance. Contact us for more information.