Year End Tax and Financial Planning Dates for Tax Year 2021 Key IRS dates for tax year 2021: 12/31/2021: Last day to sell securities to
With 15 years of financial planning experience under his belt, you would think it was always Tommy Doerfler’s dream to become an advisor.
Luke Fairchild is a branch associate here at Lighthouse. He walks in the doors to what he calls a family-like environment, cracking jokes with people he knows he can be open with.
Kelly Lynch is the client services associate here at Lighthouse. Everyday she walks in the doors embracing each day as a new one, taking on different situations with bright eyes and a desire to help people.
Growing up, Daniel Peterman learned firsthand the negative impact poorly-informed financial decisions can have on a household, and the stressful toll they can put on a family. It’s that strife that motivated him to become a financial advisor and help understand their finances and achieve their goals.
Newsletter – Fall 2021 Every quarter, we release a newsletter with updates and recaps from our office and personal lives. Read below or click here
Newsletter – Summer 2021 Every quarter, we release a newsletter with updates and recaps from our office and personal lives. Read below or click here
As part of our initiative to increase your wealth knowledge, we regularly release quality, informative financial content pertaining to various topical and important issues and concepts. If you input your email in the field at the top of the page, you’ll be notified when new videos and resources are announced.
Our resources generally fit into one of three categories:
– Informative videos containing deep dives into important subjects, like Medicare or estate planning. These videos are short and focused to ensure you retain the most necessary information.
-Our Interview With An Expert series features long-form interviews with experts on various topics, such as caregiving and surviving on a fluctuating income. These videos will more fully explore the nuances and complications inherent in real world situations.
-Regular newsletters and blog updates keep our clients informed of current trends and occurrences that could affect their individual investments and accounts.
Our team is constantly working to keep your family updated and educated on financial concepts and trends. Remember to put your email in the field at the top of the page to continue learning about these important concepts! You can also subscribe to our YouTube channel for immediate video updates!
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The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
*Forbes Best-in-State 2022 Methodology: https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=19b3e6237fee
Forbes Best-in-State 2021 Methodology: https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=4f642acb6d22
Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
**Raymond James Leader’s Council, Tommy Doerfler, (2014-2023): Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with SageSpring Wealth Partners.
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Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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