Light Financial Services in an independent financial planning firm located in Fargo, ND. We pride ourselves in offering our clients clear, honest, and understandable financial planning and investment advice. We work for our clients - not a large corporation.
At Light Financial Services we work with a variety of clients and provide fee-only financial planning to individuals and families regardless of their income level, net worth, or investment assets.
Light Financial Services provides a variety of services to our clients which include; Portfolio Management, Financial Planning, and Consulting Services.
News & Commentary
Do A Direct 401(k) To Roth Rollover
In the not-so-distant past, it wasnâ€™t particularly easy to roll over funds from a 401(k) plan to a Roth IRA, which can provide tax-free income during retirement or for your heirs.
Consider Buying Instead Of Leasing A Nice Car
Wondering whether to lease or buy your next car? There are a lot of variables to factor into your decisionâ€”and not all of them are strictly financial