Guiding You to a Plan that is Right for Your Goals
Our Guiding Vision
At Lighthouse Wealth Advisors of Charleston, we believe financial planning is more than just numbers and investments. It's about illuminating the path to your financial future and guiding you towards a life of purpose and security. Just as lighthouses have guided sailors for centuries, we are dedicated to being your beacon, offering personalized strategies and unwavering support to meet your financial goals.
Who We Are
Our team of experienced financial professionals boasts diverse backgrounds, united by a shared passion for empowering individuals through financial planning. We take a holistic approach, addressing all aspects of your financial life, from retirement planning to estate management, investment strategies, and risk mitigation.
Our Guiding Principles
- Client-Centricity: We prioritize understanding your individual needs, goals, and aspirations.
- Transparency: We believe in open communication and clear documentation, ensuring you are always informed and empowered.
- Education-Based Approach: We prioritize empowering you with knowledge and practical tools to make informed financial decisions.
- Solution-Oriented: We tailor our strategies to address your unique circumstances and work alongside you to implement and monitor your plan.
- Dedicated Support: We are committed to offering ongoing guidance and support, adapting to your changing life circumstances and financial goals.
Our Comprehensive Services
We offer a wide array of services to meet your diverse financial needs, including:
Individual Financial Planning
- Personalized budget and spending plans
- Retirement planning and analysis
- Investment portfolio review and optimization
- Risk management strategies
- Estate planning and succession planning
Business Planning
- Business continuity planning
- Succession planning
- Employee benefit analysis
- Valuation and financial analysis
Risk Management
- Insurance review and optimization
- Debt management strategies
- Fraud mitigation plans
Additional Resources
- Retirement planning tools and calculators
- Educational resources and webinars
- Access to a secure online portal for account information and documents
Our Commitment
Our unwavering commitment is to be your trusted financial guide, walking alongside you on your journey to financial security and prosperity. We believe in the power of collaboration, working alongside you to create a customized strategy that aligns with your unique dreams and aspirations. Contact us today to schedule a free consultation and discover how Lighthouse Wealth Advisors of Charleston can be your guide to financial clarity and success.
Professionalism and Responsiveness
The reviewed financial advisors, Christy M. Rullis and Clay Abel, have received high praise for their professionalism and responsiveness. Christy went above and beyond to assist Morgan L. without expecting financial compensation, and Clay has been very attentive to his clients' needs, taking the time to ensure they understand their financial futures.
Expertise and Advice
Clay Abel, in particular, has been commended for his expertise in financial planning. Seth Rhyne and his wife have benefited greatly from Clayton's sound advice on various financial matters, including budgeting, insurance policies, and retirement planning. Michael Wilson has also received assistance from Clay and his team, describing their communication as "quick and clear."
Recommendations and Referrals
All three reviewers have highly recommended the services of Lighthouse Wealth Advisors and Clay Abel. Seth Rhyne recommends their services without hesitation, and Michael Wilson would definitely recommend them. Morgan L. has also praised Christy M. Rullis for her helpfulness, even though she didn't require financial advice.
