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GreatLight’s advisors work together as a team on every financial plan.
Their decades of collective experience go into the comprehensive advice provided to each client.
Each of GreatLight’s advisors has earned the CERTIFIED FINANCIAL PLANNERTM certification.
Degrees in Accounting, Law and Business Administration are represented on the team as well.
These professionals work together to craft comprehensive financial plans and asset allocations that meet the unique needs of each client.
Think of GreatLight as the quarterback of your family or business’ financial security team.
We welcome the opportunity to collaborate with your Accountant and Attorney in securing the wealth you have worked so hard to earn.
GreatLight Fee Only Advisors, LLC® provides advice – they don’t sell products. See the light
Compare Professionals and Their Services
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GreatLight |
CPA |
Attorney |
Ins/Invest Broker |
| Financial Planning |
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| Tax Preparation |
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| Tax Planning Review |
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| Estate Planning |
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| Estate Plan Review |
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| Sell Investments |
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| Investment Advice |
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| Sell Insurance |
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| Insurance Review |
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| Sell Annuities |
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| Comprehensive Advice |
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| Retirement Planning |
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Services Offered?
If you have any questions feel free to call toll-free at 877-333-1197 or e-mail us at success@glfoa.com
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