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Lighthouse Financial & Tax

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United States
Rocklin, CA
Lighthouse Financial & Tax

Lighting Your Way Toward Financial Security
www.LighthouseFinancialTax.com This is your comprehensive retirement plan. CA Insurance License #0590787

Just imagine a complete plan, where all your tax, financial and estate planning needs are addressed in a customized binder. Our comprehensive and coordinated approach helps ensure that your plan is developed using a holistic view. We have found that many financial services professionals focus on products. Our experience shows that the clients' needs are best met by focusing on processes and most i

mportantly, people. Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and FINRA/SIPC. 6187 Carpinteria Ave., Carpinteria, CA93013, (800) 874-6910. Lighthouse Financial & Tax PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by Lighthouse Financial & Tax or this representative. Neither Lighthouse Financial & Tax, nor PlanMember Securities are tax or legal advisors. Information presented on this website should not be considered tax or legal advice. Consult with a tax and/or legal advisor for such issues. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

02/13/2024

What do you need to know about how markets performed in Q4? We break it down in this quick, 5-minute financial update.

We broke down markets into a 5-minute read

02/07/2024

When was the last time you gave up on a goal? The truth is, most of us have a hard time accomplishing our goals. We have high hopes and tend to focus on everything all at once, which can be daunting. In this month's Visual Insights Newsletter, learn about the power of small, daily actions and how they can help accomplish our financial goals.

Achieve more goals with small steps every day.

02/06/2024

How did markets perform in Q4? Will that predicted recession finally strike? We break down what you need to know about the markets and the economy in this quick 5-minute read. Check it out!

Here's what savvy investors should know

01/31/2024

Those big financial goals can seem daunting, but major accomplishments are often the result of small, consistent daily actions. Learn how you can build better money habits by setting micro goals, automating tasks, and more in this month's Visual Insights Newsletter.

Stop failing. Start achieving more. Here's how.

01/30/2024

What did savvy investors take away from Q4? What predictions do they have for the rest of 2024? We definitely have some challenges ahead - we break it down in this quick 5-minute read.

Here's what you need to know

01/24/2024

Financial success starts with small, daily steps. Big money goals can seem daunting, but growth and achievement don't happen overnight. In this month's Visual Insights Newsletter, learn about the power of small, consistent actions to achieve big goals in finance and life. Check it out!

See how little steps can lead to big accomplishments.

01/23/2024

After a rocky year, how did markets do in Q4? What happened, and what can we expect in the months ahead? Learn which trends drove the market last year in this quick 5-minute read — check it out!

Here's what savvy investors took away from Q4

11/30/2023

Looking forward to an amazing retirement? Obstacles like inflation AND market volatility AND a potential recession make it harder than ever to have confidence in retirement strategies. Take control of your retirement by reading this FREE retirement guide.

I know many people approaching retirement are feeling overwhelmed…

11/23/2023

Close to retiring (or recently retired)? Record inflation, rocky markets, and economic uncertainty present retirement uncertainty is high. Decisions like when and how to retire, when to claim Social Security, and how you plan to create a work-free life will define your retirement. This FREE checklist highlights the 3 pillars of successful retirements. Read it for free now!

If you're hoping to retire within the next 5 years…

11/22/2023

Setting financial goals is tough. This list can offer a fresh perspective to help you refine your priorities.

See more success when you use THIS to set goals.

11/16/2023

For those near retirement, record inflation, rocky markets, and a potential recession could make retiring within the next 5 years even more challenging. Help find confidence in your plans with this FREE checklist.

Get My FREE 3-Pillar Retirement Checklist!

11/15/2023

Stuck trying to prioritize financial goals? This list can help provide clarity on your objectives.

Discover how a list could help you level up your goals.

Address

2204 Plaza Drive, Ste 100
Rocklin, CA
95765

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.LighthouseFinancialTax.com/

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