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Gerald R. Bauer, CFP®, CEP

Lighthouse Legacy Planning, LLC

121 Barkwood Dr
Stephens City, VA 22655
Phone: (540) 868-1655
Fax: (540) 868-2070

Toll-free: (800) 942-1480

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Household Income Minimum: $40,000
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

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