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
Roundup Of New Estate Tax Changes
For more than a decade, estate planning has harkened back to the “wild, wild west,” a time when even the best hired guns didn’t know what would happen next.
Don't Ignore These Tips About TIPS
Sometimes, an investment that sounds good in theory doesn’t work out that well in reality.