Lighthouse Strategic Advisors
- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Tax Planning
- -Life Insurance
- -Long-Term Care Insurance
- -Defined Benefit
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Inspire Advisors, LLC||5 months, 2 weeks||Jun 2019 - Present|
|LPL Financial LLC||9 years, 3 months||Mar 2010 - Jun 2019|
|Strategic Wealth Advisors Group||9 years, 3 months||Mar 2010 - Jun 2019|
|Ids Life Insurance Company||6 years, 2 months||Jan 2004 - Mar 2010|
|American Express Financial Advisors Inc.||6 years, 2 months||Jan 2004 - Mar 2010|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Kingdom AdvisorsMembershipKingdom Advisors is a community of Christian financial professionals integrating faith and practice for Kingdom impact.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Chartered Retirement Planning CounselorDesignationThe CRPC Program focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience.
Articles and Answers
Licenses & Conducts
Inspire Advisors, LLC
N/ATotal Assets Under Management
N/ATotal Assets Under Advisement
N/AEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets