Posts Tagged ‘Healthcare Savings Account’

 

4.14.18 Handling change

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April 14th 2018

 

Paul Hundley, A senior financial adviser from Lighthouse Capital joins us this morning to discuss personal finance and the things you should be thinking when thinking about retirement.

 

EVER THOUGHT ABOUT YOUR FIRST STEPS TOWARD THE WEALTH STRATEGY YOU WANT? THE TEAM AT LIGHTHOUSE CAPITAL IS HERE TO HELP. A REGISTERED INVESTMENT ADVISORY FIRM RIGHT HERE IN YOUR OWN BACKYARD. WITH OVER THIRTY YEARS OF COMPREHENSIVE FINANCIAL PLANNING STRATEGIES THAT HAVE THE TOOLS YOU NEED TO REACH YOUR GOALS. IN PARTNERSHIP WITH TD AMERITRADE THEY BRING OLD SCHOOL KNOWLEDGE AND NEW AGE TECHNOLOGY TO YOUR PORTFOLIO DESIGN. AS AN INVESTMENT ADVISORY FIRM THEY BRING A FIDUCIARY REQUIREMENT TO YOU THE CLIENT. MAKING YOU THE MOST IMPORTANT PART OF THE RELATIONSHIP. A LOCAL WEALTH MANAGEMENT TEAM THAT TREATS YOU THE WAY YOU WANT TO BE TREATED.

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Call Paul Hundley direct at 781-956-8843

Follow the show on Twitter at @Talkingchange4u