Services

We provide two core services: portfolio management and financial planning.

Portfolio Management

If you wish to fully delegate management of your portfolio, Bright Lantern will take over the reins. We will get you into the right investments and continuously monitor your portfolio to ensure it is meeting your goals. We will manage your portfolio to reduce your tax bill and periodically rebalance to maintain your asset allocation. This is a great option for people who don’t want to be saddled with the worry and hassle of implementing a financial plan themselves.

Financial Planning

For do-it-yourselfers who just need to be pointed in the right direction, Bright Lantern will help you take the right steps toward getting your financial world in order by working with you to answer your tough questions like:

  • How should you invest your money?
  • What’s the best way to save for a child’s college education?
  • How much money do you need to retire?
  • How much money can you safely spend per year in retirement?
  • Should you pay off a mortgage/loan early?
  • What should you do with your company stock options?
  • Should you roll over your old 401(k)?
  • Should you invest in a traditional IRA or a Roth?

This option allows you to stay more involved with the execution of your financial plan and since you pay by the hour, this is often an affordable choice.