You may have already chosen to work with a Lighthouse Wealth planner. However if not; you must first recognize the value of choosing the right professional to manage your wealth. Although your lawyer is necessary to perform some of the legal aspects of your estate planning; it is crucial that you include a qualified financial security advisor to actually create your plan. Your chosen professional must be licensed and educated for both the insurance and investment industries, with experience in the financial world to be qualified to assist you with your estate plan. They should be knowledgeable in tax planning, legal issues, insurance and investments, and at least, working towards required professional designations such as a CFP & EPC designations. Many “advisors” out there are basic sales representatives and may not be recommending what is in your best interest or be qualified to provide financial advice.