Advisor and Client Communication

     I feel it is important for the client to feel secure about their investment experience at Lighhouse Financial Advisors.  To instill that emotion my office must display to the client that we need to build a foundation to do business.  At our initial meeting I like to explain how my business works and what you can expect from me. Conversely, I will need communication and input from the client so I know what I can expect from them. This back and forth dialogue gives us the opportunity to make sound business decisions. I will give you options to select from and you ultimately help in the decision making process.  All of this communication leads to a team approach that makes a person feel involved.   At scheduled meetings an open forum will allow you to ask questions or comment on concerns that directly relate to your overall financial health and your individual portfolio.

     Lastly,  my open door policy lets a client know that I'm here for them as needed. Staying in touch will not only create a friendly business atmosphere it will  forge a better overall working relationship.I try to break things down into their simplest terms.  As a reminder please make your review appointment to discuss 2009 and the upcoming 2010 year. Thank You! Once again for allowing me to be your Registered Investment Advisor.