About Lighthouse Financial Strategies

“Our goal is to help simplify your financial life so you have more time to spend on your quality of life and the things that matter most to you.”

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Our Mission Statement: Through all of the market ups and downs, we strive to provide quality service and professional financial guidance with integrity to help our clients reach their financial goals.

Our philosophy is clear: to do what is right for our clients, each and every day.

Our Name: Lighthouses are stable and reliable. They are built on a firm foundation. They represent strength, guidance, vision, safety, security, and hope. They help ships navigate away from risk. They symbolize everything that our company offers.

Lighthouse Financial Strategies Ltd. was incorporated in 1999 as an independent, comprehensive financial services firm committed to helping clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Located in Youngstown, Ohio, Lighthouse is uniquely situated to serve not only Eastern Ohio but also the Pittsburgh/Western Pennsylvania area. We work with clients all over the United States. Current clients include corporate executives, business owners, physicians, government professionals, as well as individuals and families.

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As Independent advisors, we are truly able to offer independent and objective financial guidance and advice. Our business model stands in sharp contrast with major Wall Street institutions, where financial advisors are employees of the brokerage firm and are often expected to promote in-house products and services. The bottom line is we believe our loyalty should lie with our clients, not with a company or product.

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As an Investment Advisor Representative of Cambridge Investment Research, there is a fiduciary obligation to our clients. This ensures our clients that we have a legal obligation to act in their best interest. We are legally bound to disclose any conflicts of interest.

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Our market is saturated with financial firms that sound similar in nature. However, Lighthouse Financial Strategies is very distinct in both its application and client outcomes We are a locally owned, independent firm that differentiates itself through service, brand, and relationship.

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We believe that money is a means, not an end. More important than the accumulation of funds, is the utilization of assets to achieve life dreams or goals. Perhaps retirement, independence, travel, or providing for future generations is part of your long-term plan.

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Our objective is to help you realize your goals. Lighthouse Financial Strategies works and assesses individual client needs and works diligently to navigate the complexity of financial planning.

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Understanding our client’s most important goals, their deepest values, and their most fulfilling dreams is the cornerstone of our practice.

We like to think that our services are “Client First”, independent and comprehensive.

 

“Markets, interest rates and tax laws will change, our commitment will not.”

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Our Commitment – Clients First.

At Lighthouse Financial Strategies, you can be confident that:

• We have your well-being at heart and will always take a personal interest in helping to address what is important to you.

• You’re always in control.

• We will always listen, are available to talk, and are passionate about your goals. We will take the time to ask the right questions to recognize your needs.

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Mike F. Moss, LUTCF

Senior Financial Consultant

“When you are my client,

you are a member of my family”.

Mike is a lifelong Boardman resident and has been in the financial services industry for over 25 years.   

Mike enjoys working with clients in helping them develop and achieve their lifetime financial goals.

On a personal level, Mike has been married to Maria for 30+ years and has two sons (Michael and Steven) and a daughter (Amanda). His personal interests are his family, sports, and Toastmasters. He was a youth baseball and basketball coach for many years. He is involved in the Boy Scouts of America local troop as a Personal Management Merit Badge Counselor. In addition to being an avid sports fan, Mike enjoys playing pool, ping-pong, pickleball, and swimming. Mike also enjoys golfing with friends and clients in his free time. 

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“Helping you feel confident and secure about your future is at the heart of what I do.”

What Mike values most is the trust his clients place in him to make the right financial decisions and emphasizes the importance of listening closely to their needs. Mike is backed by a team of professionals at Interdependent Advisors and also by his broker-dealer, Cambridge Investment Research. He delivers solutions in a personal way that reflects his passion for his practice and how he is able to assist people with their financial decisions.

Mike is dedicated to developing lasting relationships with all his clients. He believes in helping clients assess their financial goals and having them participate in the management of those finances.

“I’m going to help you get your financial house in order.

Basically, I want to help you do what you haven’t done.”

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Check out my background on FINRA’s BrokerCheck

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Our Broker-Dealer

Independent financial professionals have the freedom to choose who they do business with, including who they want as their broker-dealer. We have chosen Cambridge Investment Research, Inc. (Cambridge) as our independent broker-dealer, the company that processes our investment business and helps ensure we are appropriately licensed, properly complete and maintain paperwork, and follows securities laws.

Cambridge believes culture counts, values matter most, and independence is the bedrock of our mutual success. Their associates live by four core values that drive a culture of service excellence:

• Integrity – honesty, fairness, and ethics are the foundation of Cambridge’s culture
• Commitment – making a difference to the community through quality, excellence, and service
• Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
• Kindness – in all things, consideration and compassion with a human touch guide Cambridge’s decisions

It is very important to us that we do business with a broker-dealer that shares our values. Just as we were able to choose a broker-dealer with a certain set of values, you have the opportunity to choose a financial advisor that exhibits the qualities you admire most.

To learn more about Cambridge’s culture and values, visit www.cir2.com.

WHAT WE DO

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