Lighthouse Financial Services Inc

Financial Planning Consultants, Accounting Services, Financial Planners

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(714) 572-8900Call Visit WebsiteVisit Website Map & DirectionsDirections3000 E Birch St Ste 107Brea, CA 92821 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Brea with Financial Planning Consultants

Placentia (5 miles)
Yorba Linda (5 miles)
Fullerton (8 miles)
La Habra (8 miles)
Anaheim (11 miles)
Walnut (11 miles)
Buena Park (14 miles)
La Puente (14 miles)
Orange (15 miles)
City Of Industry (15 miles)

More Info

AKA: Lighthouse Finanical Services
Other Link: http://www.lighthouselink.com
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (714) 572-8900

Address: 3000 E Birch St Ste 107, Brea, CA 92821

Website: http://www.lighthouselink.com

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Lighthouse Financial Services Inc

Tax Planning
If you're looking for tax planning services in Brea, CA, you can't go wrong with the professionals at Lighthouse Financial. Our CPAs are experienced in helping individuals and businesses save money on their taxes. We'll work with you to develop a plan that fits your unique needs, and help you stay tax-compliant all year long.
Estate Taxes
Tax Services
One of the services that we offer to our clients is discounted tax preparation. Since we are handling your investments, we are uniquely situated to help reduce your tax bill. Our in-house team of CPAs and financial advisors will do everything they can to keep as much of your money in your pocket as possible.
Tax Deductions
One of our primary goals as a tax planning firm is to help our clients save money on their taxes. We do this by developing customized plans that take advantage of all available tax deductions and credits. We'll work with you every step of the way to ensure that you stay within the law and get the most bang for your buck.
Income Tax
In addition to being able to provide you with personalized investment assistance and retirement planning services, Lighthouse Financial also has in-house tax specialists and CPAs. We can handle all your tax planning needs, from individual income taxes to complex business tax issues. Our team is experienced and knowledgeable, and we're always up-to-date on the latest tax laws and regulations.

Investment Management
When you hire Lighthouse Financial to manage your portfolio, your investments are all handled in-house. Other companies farm out certain parts of their planning and decision-making processes to other groups to limit overhead, but we believe that the most responsible form of investment management is best handled by one group of professionals working together. Our in-house team always puts your needs at the center of our decision-making process to ensure that we are doing what is best for you.
Mutual Funds
Because we have an in-house team of experts, we can offer a variety of investment selections. We have the ability to design your portfolio based on your specific preferences and goals. We offer growth, income, and preservation strategies that include stocks, funds, bonds, and other instruments, as appropriate, to provide you with a well balanced portfolio.
Bonds
Wealth Management
While other companies are quick to talk about performance, at Lighthouse Financial, we take the time to develop portfolios for our clients that allow for responsible growth while simultaneously working to help you meet your short-, medium-, and long-term financial goals. No matter where you are, our wealth management strategy is built around your tolerance for risk, your tax liability, and what you hope to accomplish with your investments.

Accounting Services
Payroll Services

Financial Planning
The Federal statute known as the Gramm-Leach-Bliley Act requires us as a “financial institution” to take affirmative steps to inform you of our specific policy regarding usage of personal information which you may have provided to us or information we may have collected about you. Lighthouse Financial Services, Inc., an independent financial planning firm, is committed to safeguarding the confidential information of its clients. Keeping your personal information secure is a top priority throughout the organization. The following is our policy to ensure that we treat your personal information properly at all times.
Retirement Planning
Planning for retirement can be very difficult — trying to take into account what you have now, what you’ll need in the future, and potentially juggling multiple retirement accounts — it’s enough to make anyone feel unprepared. But it doesn’t have to be tough when you choose Lighthouse Financial. Our team of experienced retirement planning professionals can help you make sense of your options and choose what is best for you.

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