Family Financial Council Meetings

Family Financial Council Meetings

Discussing family finances can be a difficult and overwhelming process. That’s why at Lighthouse Financial & Tax, we offer Family Financial Council sessions where family members can meet with us to discuss customized family financial strategies and get informed about their options.

During a Family Financial Council Meeting, we’ll cover a multitude of topics including:

  • Current assets.
  • Health care options.
  • Beneficiary designations.
  • What it means to be a successor trustee.
  • What indexed annuities are and their benefits.
  • Stretch IRA options to decrease taxes.
  • Diversification of assets.
  • Legacy planning.