Navigating To Safety: How Your Financial Plan Is Like A Lighthouse

Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are similar to lighthouses, guiding you to safety.

Apple PodcastsSpotifyGoogle PodcastsStitcherTuneIn

The View From The Pinnacle

Lighthouses are strong, beautiful, and protective towers, just like your financial plan should be. To weather the storms and avoid the potential financial obstacles, we’ll share how financial plans are similar to lighthouses, guiding you to safety.

Click the timestamps below to fast forward to certain points of the episode.

Thing’s You’ll Learn Along Today’s Journey

As you travel this summer, perhaps you are visiting a lighthouse along the coast. Up the winding stairs and at the top is the bright light, guiding boats home. A lighthouse is a beacon–it shows strength, provides safety, and helps boats navigate to where they need to go. As beautiful as lighthouses are, they are there to serve a function.

Similarly, your financial plan is put in place to serve you. Your retirement plan should provide safety from inflation or unnecessary taxes. You can’t know everything that is ahead in the future, but your plan can guide you in the right direction and prevent you from running into trouble.

Is your current financial plan providing the safety and direction you need? We all know the storms will come at some point, which is why it’s important to be prepared and know where you’re going ahead of time.

Listen to the entire episode to hear some wind and waves as you imagine the significance of the lighthouse in your life or click the timestamps below to hear a specific segment.

1:55 – Is there a financial lesson to learn from lighthouses?

2:59 – Your financial plan provides safety from obstacles and risk. 

3:39 – Tax planning is one of your biggest obstacles to look out for.

6:05 – Envision a storm’s coming while on a boat and you can’t see where you’re going, but off in the distance you see a lighthouse, a beacon of safety.

8:11 – It’s not the ships (your tools) that get you to the right place, it’s the lighthouse (clearly defined financial plan).

 

Looking Back From The Mountaintop

 

Resources From Today’s Podcast

Sign Up For A Class With Us

Check Out Our Media Center

Learn More About Sean

Your Guide:

Sean P. Lee – Contact

MORE EPISODES

MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Questions for Sean?

GET IN TOUCH

MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.