Schedule a Strategy Call
The call typically lasts 20 to 45 minutes, depending on your questions. We can meet by phone or virtually, at no cost and with no obligation.
This is an initial conversation, not a financial plan. The purpose is to understand the retirement questions you are facing and to help you decide whether our retirement income planning process may fit your situation.
What to expect on the call
- A conversation about your retirement timeline, priorities, and concerns.
- A discussion of how retirement income, taxes, Social Security, Medicare, and survivor considerations may connect in your situation.
- A clearer sense of which decisions may deserve attention first.
- A mutual determination of whether an ongoing planning relationship makes sense.
You do not need to have every account statement in hand or all of your financial information organized before the call.
Choose a Time
Open the scheduler in a new tab (opens in a new tab) if the calendar above does not load.
Having difficulty using the online scheduler? Call or email Mike directly and we will find a time.
Mike Moss
Senior Financial Consultant
Lighthouse Financial Strategies
Boardman, Ohio
Phone
330-758-7545
Based in the Mahoning Valley and serving Boardman, Canfield, Poland, Austintown, Youngstown, Warren, and Western Pennsylvania, we also work virtually with retirees across the country who want a clear, dependable retirement income strategy.
Scheduling on this page is provided through Calendly, a third-party service. Information you submit through the scheduler is handled under Calendly’s own terms and privacy policy and is not controlled by Lighthouse Financial Strategies. Please do not include account numbers, Social Security numbers, or other sensitive personal information in the scheduler.
Scheduling a call does not create an advisory or brokerage relationship and is not an offer or solicitation to buy or sell any security. No specific investment, tax, insurance, or legal advice will be provided on this call. All investing involves risk, including the possible loss of principal.