Financial planner Lightpath Wealth Management

Our Financial Planning Services

At Lightpath Wealth Management, we offer comprehensive services tailored to meet your unique financial needs, including:

• Investment Management
• Retirement Planning
• Tax Strategies and Preparation
• Estate Planning
• Insurance Reviews

How Engagements Work

When you choose to work with us, we begin with a thorough consultation to assess your current financial situation and goals. From there, we will outline a personalized plan that suits your needs. Be sure to bring any relevant financial documents, such as tax returns and investment statements, to help us get started.

Preparing for Your Consultation

During your initial consultation, you can expect to discuss your financial goals, challenges, and any specific concerns you may have. This introductory meeting will help us to better understand how we can assist you and develop a strategy tailored to your situation.

Frequently Asked Questions

• What types of clients do you work with? We work with individuals, families, and small business owners looking for comprehensive financial planning.
• How are your fees structured? Our fees may vary based on the services rendered. We’ll discuss this during your initial consultation.
• Can you help with retirement planning? Yes, we specialize in creating customized retirement plans to help you achieve your retirement goals.
• What should I bring to my first meeting? Please bring any financial documents such as income statements, tax returns, and details of your current investments.
• How often will we meet to review my plan? We typically schedule regular check-ins to review your progress and make any necessary adjustments to your financial plan.
• Do you provide tax services? Yes, we offer tax strategies and preparation as part of our comprehensive financial planning services.
• Is my information kept confidential? Absolutely. We adhere to strict confidentiality policies to protect your personal and financial information.
• How can I get started? Getting started is easy! Just give us a call at (502) 632-3624 to schedule your initial consultation.