Services
Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Financial Planning
Retirement Income & Lifestyle Planning
Goals Based FInancial Planning
How to Handle Inheritance
Leaving a Legacy
Providing College Education
Estate Planning
Small Buiness and Self Emloyed Retirement Plans
Tax Plans
Capital Gains Deferral
401(k) Planning
403(b) Planning
Money Purchasing Plans
Profit Sharing Plans
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
georgesteward@glightfinancial.com | 570-296-9494