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Wealth Planning

Too often, portfolios are merely a collection of individual investments, assembled over time, without a deliberate structure.  While the components might be of quality, the lack of a purposeful plan undermines its potentiality.
 
At Lighthouse, we start with an understanding of your vision.  Our process is goals-based.  But, unlike many, we understand that there is a myriad of goals, each with its unique time horizon and  mutability.  In order to increase your ability to reach those financial goals, a portfolio must be constructed in light of the interplay between those various goals and time constraints. 
 
While other advisers might define risk by abstruse statistical measures, for our families, true risk is the inability to achieve their personal goals.
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