Baggett Law Personal Injury Lawyers’ Post

At Lighthouse Financial, we don't just manage your money—we build lasting relationships. Let us be your partner in creating a brighter financial future.

A new year means new goals – make financial well-being one of yours in 2024. Our President Dara Bachman and our team of Wealth Advisors are here to help you maximize your opportunities and simplify your responsibilities when it comes to managing your wealth.

Are your finances a perfect 10 or more of a work-in-progress? Wherever you land on the scale, know that you're not alone! Let's embark on a journey of financial organization together, turning chaos into clarity and stress into confidence. 📲 727-788-4700 📌 Trinity/Odessa 🌐 praetegoprivatewealth.com *visit our website for important disclosures

What excites me most about what I do is bringing peace of mind and financial clarity to a client....a sense of relief. Most clients are just a move or two away from having a clear financial vision. They can go from having no idea when they’ll retire and stressing about it, to knowing when and how. Or they can optimize their prime working years in their 40-50s to know they aren't overlooking anything. The financial services industry is famous for overcomplicating its own successes. Let’s stop that from happening and be really clear… It is simple. It is doable. The choice is yours.

Mastering this craft means significant financial rewards and a valued place in any business environment.

It’s not too late to make a New Year’s resolution around financial wellness! Check out this video to learn more! 

**HELPFUL DEFINITIONS** A Client Avatar is an ideal client profile is a detailed description of your target client within the financial services industry. It represents the specific individual you aim to serve with your financial products or services. This persona captures their needs, goals, challenges, and financial situation, allowing you to tailor your approach and offerings to resonate with them effectively.

Start where you are, use what you have, invest what you can. The journey to financial freedom begins with a single step.

Building and maintaining wealth is personal. Talk with one of our financial professionals about ALL your options.

When it comes to financial advice, one common misconception is that all advisors are fiduciaries obligated to act in their clients' best interests. While this sounds reassuring, the reality is often different. Clients are often led to believe they're receiving unique solutions, only to find themselves limited to a predefined menu of services. This leaves little room for truly tailored solutions that align with individual goals and priorities. As someone who has experienced this firsthand, I understand the frustration of feeling trapped within these limitations. At Excelstra, we're committed to breaking free from the confines of standard offerings and providing genuinely personalized financial solutions that empower our clients to thrive.