Wealth Management

Personalized Wealth Management for Your Financial Future

At Light Financial Services, we provide comprehensive wealth management solutions designed to help individuals and families in Fargo, Moorhead, and the surrounding areas of North Dakota and Minnesota achieve their financial goals. Our fee-only, fiduciary approach ensures that your best interests are always our top priority.

Our Wealth Management Services

We offer a holistic suite of services to manage and grow your wealth:

  • Investment Management: Investment portfolios aligned with your risk tolerance and financial objectives.
  • Retirement Planning: Strategies to help secure a comfortable and sustainable retirement.
  • Tax Optimization: Proactive planning to minimize tax liabilities and maximize after-tax returns.*
  • Estate Planning: Guidance on preserving your legacy and efficiently transferring wealth to future generations. *
  • Risk Management: Comprehensive insurance reviews to protect your assets and loved ones.

Why Choose Light Financial Services?

  • Fee-Only Fiduciary: We operate without commissions, providing unbiased advice that serves your best interests.
  • Local Expertise: Deep understanding of the financial landscape in North Dakota and Minnesota.
  • Personalized Approach: Customized strategies that reflect your unique financial situation and goals.
  • Transparent Communication: Clear, straightforward advice without jargon.

Serving the Fargo-Moorhead-Hawley Community

We are proud to serve clients across Fargo, Moorhead, Hawley, and the broader regions of North Dakota and Minnesota. Our commitment to the local community is reflected in our personalized service and understanding of regional financial nuances.

Get Started Today

Ready to take control of your financial future? Contact Light Financial Services to schedule a consultation and discover how our wealth management services can help you achieve your goals

 

*Light Financial Services is a financial planning firm. We are not licensed attorneys or tax professionals. While we may discuss legal or tax planning aspects of financial planning, our focus is on financial strategies, not legal or tax interpretation.

If you have specific legal or tax-related questions we recommend consulting a qualified attorney or CPA. We are happy to provide you with referrals as needed.