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Jonathan O. Lachowitz, CFP®

White Lighthouse Investment Management

5 Milita Drive
Lexington, MA 02421
Phone: (508) 471-4431
Fax: (508) 519-8432

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Cross-border Planning
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: Specialized in working with Overseas Americans & Non Americans in the US

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.