What We Offer …

A Cup of Coffee and a Second Opinion

When the markets turn as volatile and confusing as they have been over the past few years, even the most patient investors may come to question the wisdom of the investment plan that they’ve been following.

At Lighthouse Financial Strategies, we’ve seen a lot of difficult markets come and go and we can certainly empathize with the people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end here’s what we offer:

A cup of coffee and a second opinion

By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we’ll review the portfolio with you.

If we think your investments continue to be well-suited to your long term goals – in spite of the current market turmoil – we’ll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit your goals, we’ll explain why, in plain English. And, if you like, we’ll recommend some alternatives.

Either way, the coffee is on us.

We help clients answer the two most fundamental financial questions of life: “Will I make it, and do I have any financial blind spots?”

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

“When was the last time you felt really good about your financial goals?”

If we could design a plan to help you maintain your lifestyle in a comfortable retirement, provide support for your most important relationships and help secure your financial legacy, would you like to start that conversation?

To start a conversation, please contact us at 330-758-7545 or Mike.Moss@LFScompass.com to arrange an appointment with Mike at your convenience.

If daytime appointments are not convenient, we can schedule weeknight or week-end appointments as well.

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We like to think that our services are “Client First,” independent and comprehensive. click link here to see our services and products.

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