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.