Our Services

One of the best things about working for Lightway Financial Group is being able to offer real-world solutions to people who have a genuine need. We think of ourselves as a trusted resource: professionals who will see you through life's most difficult moments and help you prepare for the opportunities ahead.

If you're looking for someone who promises you the world or shoots for the moon, you're in the wrong place. At Lightway Financial Group, we take a measured, thoughtful approach —one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives.

Step 1: Since everyone's financial situation is different, it's important for us to learn as much about you as possible. What are your biggest goals or financial concerns? Where would you like to be 10-20 years down the road? What are your hopes, dreams and objectivesthe things that really matter to you? What financial resources do you already have in place? The more we know about you and the answers to these questions, the more helpful and accurate our recommendations will be.

Step 2: After getting to know you, we'll work together to prioritize your goals and break them down into specific, measurable objectives. This is important because we live in a world of unlimited choices. People often fail to achieve their objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, we can look at available resources and decide what goals are realistic, which ones need to be adjusted and scaled up/down and the ones that simply should be abandoned.

Step 3: Now comes the fun part. We'll identify solutions (insurance and financial products) that can help meet the specific objectives outlined above. If you like, we'll even consult with your financial, tax, and legal advisors to make sure all our efforts are coordinated.

Step 4: Monitor progress with periodic reviews. Planning is not a one-shot deal and strategies need to be adjusted as your life changes. We will work with you over the years to help keep your program on track with your changing needs.

 

Neither Lightway Financial Group, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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