Frequently Asked Questions

Here are some of our most common questions. For answers to these questions, or to ask your own, Ask a Lighthouse Financial Advisor below!

How long does the first meeting take?
What financial documents should I bring with me to the meeting?
When should I begin my deferred compensation?
What should I do with my RSUs when they vest?
Does Walmart offer a Roth 401k?
When should I exercise my stock options?
Should I pay off my mortgage early?
How do I know if my Lighthouse Financial Advisor is acting in my best interest?
How do I know that I am getting objective advice?
How does my advisor get compensated?
Can I bring pets to the office?

Ask a Lighthouse Financial Advisor

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