Light Financial Services provides a variety of services to our clients which include; Portfolio Management, Financial Planning, and Consulting Services.
- Individual Portfolio Management- We provide continuous advice to clients regarding the investment of their funds based on the individual needs of the client. Through personal discussion in which goals and objectives based on the client’s particular circumstances are established, we develop a client’s personal investment policy and create and manage a portfolio based on that policy.
- Financial Planning- We provide financial planning services. Financial planning is a comprehensive evaluation of a client’s current and future financial state by using the currently known variables to predict future cash flows, asset values, and withdrawal plans. In general, the financial plan can address any or all of the following areas: Personal, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning.
- Consulting Services- Clients can also receive in investment advice on a more focused basis. This may include advice on only an isolated area(s) of concern such as estate planning, retirement planning, or any other specific topic.
Light Financial Services, Inc. and our personnel owe a duty of loyalty, fairness and good faith towards our clients, and have an obligation to adhere not only to the specific provisions of our Code of Ethic but to the general principles that guide the Code.