Lighthouse Financial Planning is a client-focused financial planning and investment advice firm that prioritizes the best interests of its clients. They begin by understanding their clients' values and goals, drafting a financial plan, and providing ongoing assistance and monitoring as life changes. Lake Tahoe Wealth Management, Inc. specializes in providing holistic financial planning and investment management services to a wide range of clients, including individuals, families, businesses, trusts, and retirement plans. They offer location-independent services, with local advisors across the United States and the ability to work with clients virtually or in person.
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Revenue: USD 500,000
Founded: 2003
Industry Financial Services
Engaged in: Financial advisor, Financial Planner
ISIC Codes 6619
Questions & Answers
Q1
How long has Lighthouse Financial Planning been in business?
Lighthouse Financial Planning has been in business for around 23 years.
Q2
What is the phone number for Lighthouse Financial Planning?
The phone number for Lighthouse Financial Planning is (855) 515-5896.
Q3
Where is Lighthouse Financial Planning located?
Lighthouse Financial Planning is located at 101 Parkshore Dr, Folsom, CA 95630.
Q4
What days are Lighthouse Financial Planning open?
Lighthouse Financial Planning is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.
Q5
Is there a primary contact for Lighthouse Financial Planning?
James R. Johnson (Principal) at Lighthouse Financial Planning.
Q6
Are there other contacts associated with Lighthouse Financial Planning?
We have 3 additional contact(s) for Lighthouse Financial Planning. They include: G. Debbie, Richard Dee & Ethan Aaron Green.
Q7
What is the web address (URL) for Lighthouse Financial Planning?