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Jim's Book
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About
Contact

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555-555-5555

mymail@mailservice.com

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About

(916) 677-6677

jim@lighthousefinancialtax.com

2204 Plaza Dr. Ste 100 Rocklin, CA 95765

We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Always consult with qualified tax/legal advisors regarding your own unique circumstances. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.

Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. Lighthouse Financial & Tax and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. CA Insurance Lic #0590787