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| Additional information |
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| Lighthouse Financial Strategies, Inc. |
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Overview:
Lighthouse Financial Strategies, Inc., is an independent financial consulting firm located in Tumwater, Washington. For 28 years, we have been serving individuals, families, and small businesses, helping them identify their financial goals and create strategies to reach them.
If you're a client, you'll find links to access your account, contact us, or make an appointment. You may also want to explore the site and perhaps discover other services that we provide, such as insurance, retirement planning, and tax planning.
If you're not acquainted with our firm, use this website to get to know us. We are here to help you achieve your goals by sharing information, options, and solutions.
Thank you for your interest in Lighthouse Financial Strategies, Inc. We look forward to serving you. |
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History:
Lighthouse Financial Strategies, Inc., is the outgrowth of a philosophy that began taking shape in 1989 when Steve Holmes opened a financial planning practice in Olympia. He chose to be independent so he could provide client-centered solutions without having to meet external quotas or requirements. He quickly learned to appreciate the freedom of working for the client and not for a parent organization that would compel him to endorse certain products. His recommendations could be based on what was best for his client.
In 1993, he and Bill Hunt—a retired Army officer and recent arrival in the Northwest from Colorado—formed an affiliation because they recognized in each other a kindred spirit. They shared the vision of helping clients reach their financial goals, no matter how modest or substantial, and assisting them in a courteous and knowledgeable manner.
By 2006, they had incorporated as Lighthouse Financial Strategies, Inc. Steve and Bill worked jointly on client accounts, doing both the financial analysis and all of the back office and client servicing tasks.
The latest permutation of the business occurred when Bill retired at the end of 2012. Steve brought on a new corporate partner to oversee the operational aspects of the business. Redistributing these functions allows Steve to focus exclusively on financial planning, managing investments, and meeting with clients. Cynthia Holmes, his new corporate partner—but life partner of 38 years—allows Steve to continue to provide a high level of service to his clients.
He is pleased to be partnered as an Investment Advisor Representative of Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. This affiliation allows Lighthouse Financial Strategies, Inc., access to the widest choice of investments and other financial products to help reach client goals. They can be truly independent in providing seamless and efficient advice and services to their clients. |
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