Lighthouse Financial @Lighthouselink1
LFS is a Fee-Only wealth management firm. Open since 1992. We provide investment, planning, & tax services. We are a registered investment adviser with the SEC. lighthouselink.com/disclosure Brea, CA Joined October 2016-
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Have a happy and safe New Year's Eve, from everyone here at Lighthouse Financial!
It's time to begin collecting and organizing your tax information for our CPA!
Our entire team puts your best interests first to help you enjoy retirement.
Merry Christmas from the Lighthouse Financial Team to you! #merrychristmas #happyholidays
Wealth management can be complicated. Our team of professionals know how to organize your assets to help keep your retirement on track.
We have the expertise to show you what is possible.
Just picture your financial destination. We'll drive you there.
We create best-fit solutions for your unique financial needs. Contact Lighthouse Financial to begin a partnership today.
Give us a call to learn more about Exclusive Servicing Access to Family Members!
Our strategies go far beyond age-based approaches. We design portfolios with your personality in mind.
Contact one of our advisors to help create your personal tax strategy.
Our team of experts work diligently to create best fit solutions for your financial goals.
We personalize your financial portfolio to meet your unique needs.
We are ready to provide solutions for your financial concerns.
It's time to begin collecting and organizing your tax information for our CPA!
Our entire team puts your best interests first to help you enjoy retirement.
Wealth management can be complicated. Our team of professionals know how to organize your assets to help keep your retirement on track.
Let's move forward into the future together.
We have the expertise to show you what is possible.
Just picture your financial destination. We'll drive you there.
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682 Followers 81 Following Welcome to the official Twitter page of California State University, Fullerton-Irvine Center.
CSUF College of Educa.. @csufcoe
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ASI CSUF @ASICSUF
4K Followers 236 Following ASI provides governance and programming for students, by the students🐘🍊 Stay connected through Facebook, Instagram, and Snapchat: asicsuf
CSUF Alumni @csufalumni
4K Followers 865 Following The official Twitter account of the #CSUFAlumni Association. Connecting Titans around the world. 🐘❤
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Did you know that ALL NAPFA members sign an annual #Fiduciary Oath & follow a strict Code of #Ethics?
Have a great #aicpaengage conference @ACP_Planners and other professional friends. Nice shirt Chris Wentzien @naturalbridgesf!
ACP members take on Las Vegas! Thanks to Chris Wentzien of @naturalbridgesf and Jared Trexler of Trexler & Company, P.C. for stopping by the #ACP booth at #AICPAENGAGE.
Television personality @PamkruegerTV of PBS fame & @marieswift of Impact Communications share tips for looking your best on camera – including what to wear for your video shoot on August 12 at the Advisor Thought Leader Summit: advisorthoughtleadersummit.com/why-attend.html cc @MBKuzmeski
By law, Registered Investment Advisors (#RIAs) are held to a #fiduciary standard of care. What does that mean? This #GIF from #NAPFA explains.
7 top #advisor concerns in 2019 ow.ly/BjTu30mMOYt via @newsfromIN
5 Tips for Becoming a Socially-responsible #Investor [#NAPFAInfographic]
Know an #advisor who's working toward their #CFP designation and looking for their first #feeonly position at a firm? The NAPFA Pathway membership may be a good fit: ow.ly/3ZxV30mMOY7
NAPFA's top six tips for freedom from #CreditCard #debt [#infographic]:
This is great! Another amazing @FemalesNFinance example here at @Lighthouselink1 !
Lighthouse Financial will soon be launching Build Your Wealth; a new podcast revolved around wealth management and financial education. Dr. Danae McDaniel will be hosting the show. Stay tuned for more!
How to reduce costs that drain #retirement #savings [#infographic #NAPFAinfographic]:
We're looking for authors to share their expertise in NAPFA Advisor Magazine. If you'd like to write about any of these topics, e-mail [email protected]: Technology, Legal/regulatory issues, Ethics, Retirement planning, Taxes, Professional Trends.
Congratulations to all who completed the November CFP® Certification Examination!
What five investment themes were financial advisors reading about in the third quarter? Active bond funds was one topic. Check out the others: ow.ly/ZiBg30mwk2L
Well wishes to all those taking the CFP® Certification Examination this week!
Getting into the #spooky spirit at our Halloween party! Have a safe and #HappyHalloween
Happy Halloween from our "Incredible" Chamber staff! We hope you all have a fun and safe night filled with nothing but King-sized candy bars and good times! 🎃 🍫#BreaChamber
#Fiduciary101: What Consumers Need to Know to Protect Themselves [#infographic from @NAPFA]: ow.ly/CN9730lWcoH
Thank you, @eatoncorp for hosting a 'Homelessness 101' class for your employees today and for your commitment to host a hygiene kit drive over the next few weeks. #United4OC #EndHomelessnessOC #DoingMore4OC
You're invited to attend 'Homelessness 101' on Tuesday, October 23rd. The class will provide a wealth of information and answer some of the most frequently asked questions about homelessness in OC. Registration is required: octoberh101.eventbrite.com. #EndHomelessnessOC #United4OC
We're celebrating #CustomerServiceWeek throughout the globe this week! Today across all time-zones our employees are sporting tshirts to celebrate our dedication to putting #investorsfirst! Say hello to our team in central #EMEA!
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