Additional information

Overview:

Our mission is to help people achieve their lifetime dreams by helping them meet their objectives through a relationship built on trust, appropriate financial advice, and professional services.

We provide strategies designed to conserve and enhance our clients’ wealth, helping them achieve their most important goals and assisting them in defining clear cut objectives while helping to properly organize their financial lives. We then develop strategies to help our clients advance from where they are today to where they wish to be.

In other words, our focus is on enhancing the quality of our clients’ lives. Most people have the ability to manage their own financial affairs, but acknowledge that time is better spent enjoying life and doing what they do best.

The achievement of goals and dreams is contingent upon a solid comprehensive financial plan and the coordination of the following areas:

Accumulation/goal funding
Asset allocation
Cash flow analysis
Disability income planning
Education funding
Employee benefits analysis
Estate analysis and planning
Financial statements analysis
Life insurance/survivor needs analysis
Long term care planning
Retirement planning
Tax planning
Lighthouse Financial, LLC can help your long term investment objectives and build a personalized investment portfolio within your risk tolerance based on those objectives. We are committed to helping you ride out short term market fluctuations by not losing sight of your long term objectives. It is never a good idea to make permanent or long term decisions based on short term temporary circumstances.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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