Lighthouse Financial Services Inc

Lighthouse Financial Services, Inc. is a Registered Investment Adviser established on September 2, 1998, by Robert George McDaniel and Michael Robert Verity. The firm offers investment supervisory services tailored to individual client goals, asset allocation, risk tolerance, and regular portfolio monitoring. Lighthouse Financial also provides Annual Financial Guidance Services for clients below a $200,000 account threshold, offering financial planning advice and non-discretionary investment advice. The firm may provide pension consulting services and tax preparation services under separate engagements. Clients have the option to impose restrictions on their investments based on personal values or beliefs. Lighthouse Financial charges a tiered fee schedule based on assets under management, with fees deducted from client accounts quarterly. The firm does not participate in wrap fee programs and does not accept compensation for the sale of securities. Clients are responsible for all securities transaction costs. Lighthouse Financial does not offer performance-based fees and serves a range of clients, including individuals, high net worth individuals, trusts, corporations, and pension accounts. The firm's investment strategies focus on long-term growth and income generation, with a variety of strategies available based on client risk tolerance and objectives. Clients maintain exclusive responsibility for voting securities and acting on corporate actions related to their investments. The firm does not vote proxies on behalf of clients. Lighthouse Financial does not require prepayment exceeding $1,200 in fees per client, six months in advance, and does not have financial commitments that impair its ability to meet client obligations.