Lighthouse Financial Advisors, Inc.

Description

Many people waste a lot of time and money by not having a good record keeping system. We will review the record keeping tools we provide and help you implement a system that saves time, reduces headaches, and maximizes tax savings.

In fact, we encourage our clients to throw out the traditional definition of “retirement” and replace it with the concept of “financial independence.” This is the stage in the Financial Lifecycle where clients have the freedom to do what they have always wanted to do. They have adequate income and resources to provide the lifestyle they want, working becomes optional, and retirement is affordable. Of course, many “retirees” choose to continue working to provide a sense of pride and self-satisfaction.

Donna Tyrrell joined Lighthouse Financial Advisors, Inc in February 2005. With many years of experience in office management and customer service, Donna is the Director of Client Services and Office Manager at Lighthouse Financial Advisors, Inc. Donna earned a Certificate of Completion for the “Cambridge Paraplanner Success Program” from the “Alliance of Cambridge Advisors” after completing the Cambridge training course in January, 2007.

Robert Walsh was a founding member of the Alliance of Cambridge Advisors, LLC, a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Robert served a three year term on the Alliance’s Board of Directors from July 1, 2004 until June 30, 2007, acting as the Chairman for 2005/2006. He continues to be a mentor for new advisors and actively participates in the continuing education curriculum of the ACA.

Comprehensive Financial Planning focuses on all these areas to enable us to develop a course of action that will help you achieve your personal goals. We do this in a series of meetings/sessions to create a financial plan for your unique situation.

Products & services

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