“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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How can you keep track of everything you have when you are busy living your life, doing the things that are most important to you? Do you know if your assets are working as hard as you?

Our system is designed to let you see your entire financial picture in one place at one time. One clear picture of you. We provide you with your own personal financial website to see EVERYTHING you own in one place from your desktop or your mobile devise. The Wealth Management System becomes your single access point to organize and track all you financial data and plans.

Lighthouse Financial Strategies helps you simplify the demands of managing your wealth in order to enable you to devote more time to the things that are really important to you, like your business, your personal endeavors and your family.

Our 360 WealthView Management System will help guide you from where you are to where you want to be. We utilize a comprehensive program that tracks your finances all the way to retirement and beyond.

Consolidate all of your accounts, assets and information in one secure location.

We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future.

Encompassing all of the following:

• Financial goals/plans
• Balance sheet/Net Worth statements
• Asset allocation strategy
• Account aggregation
• Cash flow/Retirement Models
• Budgets/Spending
• Tax and Wills, Trusts, Tax returns
• Insurance coverages and summary
• Estate plan

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“Now you can see everything you own, all in one place, private and secure, where your data is consolidated into one clear picture of you.”   

Benefits to our clients:

• Immediate access to all financial related matters in a single location
• Simplified, immediate access for viewing everything about your financial and estate plan in one single location
• All information is password protected in a secure, encrypted personal web address 
• Nightly system updates reflect the values provided by your financial institutions so your accounts and assets are always current
• Updated values are integrated into various reports allowing you to monitor your progress
• Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis 

Safeguard Important Documents

Copies of your private documents can be uploaded to a secure online depository, safely encrypted but instantly available from any internet accessible location.

• Estate planning documents (Wills, trusts, etc.)
• Tax returns
• Real estate records Home records (Deeds, appraisals, etc.)
• Insurance policies and beneficiary designations 
• Personal documents (Birth Certificates, health records, etc.)
• Your also have a rewards page that provides you easy accessibility to your frequent flier miles and award programs\

Monitor Your Financial Life

• The latest financial news is also provided with snapshots of funds and stocks, market summary information and the market indices
• You may collaborate with multiple advisors from different locations at the same time. You can arrange to give other trusted advisors, such as lawyers and accountants, access to designated areas of your Personal Financial Home Page if you desire. This interactive collaboration approach focuses the team on your financial future.
• The system automatically alerts your financial advisor if it detects a problem or an opportunity, like your asset allocation being out of balance or a significant change in your account values.
• You and your Lighthouse Financial Strategies advisor will always be aware of your financial status, no matter where you are.

Bring Tomorrow Into Focus