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Barry Korb, CFP®

Lighthouse Financial Planning, LLC

1515 Allview Dr
Potomac, MD 20854
Phone: (301) 996-7044
Fax: (301) 424-7044

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Investment Management
  • Estate Planning
  • Government & Military
  • Mutual Funds
  • Getting Married
  • Insurance
  • Retirement
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: Always operate as a fiduciary puting client interests first. Sell no product.

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