FAQs

Frequently Asked Questions

Common Questions We Receive at Lighthouse Investment South Shore

We understand that choosing a financial partner is an important decision. To help you get to know us better, here are answers to some of the questions we hear most often from our clients and prospects.

What makes Lighthouse Investment South Shore different from other financial firms?

We are an independent firm, which means we work solely for you—not for any bank, insurance company, or brokerage. Our recommendations are personalized and tailored exclusively to your needs and goals.

How do you develop a financial plan for me?

We start by learning about your unique goals, risk tolerance, and financial situation. Then we create a customized strategy designed to help you pursue those goals while managing risk and adapting as your life changes.

What types of clients do you work with?

We serve individuals, business owners, and professional athletes who are serious about building and preserving wealth over the long term.

How are you compensated?

We offer fee-based management accounts, providing transparent pricing and free ongoing consultations for asset management clients. We believe this approach aligns our incentives with your success.

Do you work with my other advisors?

Yes. We collaborate closely with your legal and tax professionals or can connect you with valued professionals if needed to ensure your financial plan is fully coordinated.

How often will you review my portfolio?

We regularly monitor your investments and meet with you to review your portfolio’s performance, adjusting as necessary to stay aligned with your goals.

What types of investments do you recommend?

We use a diversified mix of investment vehicles, including stocks, bonds, mutual funds, annuities, and more. Our recommendations are based on your risk tolerance, goals, and current market conditions.

Can you help me plan for retirement and college expenses?

Absolutely. We provide comprehensive retirement and college planning services designed to help you prepare financially for these important milestones.

What happens if my financial goals change?

Your financial plan is a living document. We regularly review and adjust it to reflect changes in your life, goals, and market conditions to keep you on track.

How soon can we get started?

We’re ready when you are! The first step is a complimentary consultation to discuss your goals and see how we can help.

Get in Touch

We’d love to hear from you! Please contact us at the telephone number listed above or email us at dsylvester@lighthouseinvestmentss.com

Share your financial goals or concerns, and let’s explore how we can help you plan confidently for your future.

Contact Us

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