Enjoy the rewards of a successful life without the worry & stress
We help you and your loved ones enjoy a more secure, peaceful, and fulfilling life by offering personalized and trustworthy financial guidance and representation.
Victoria Allen, CPA
Professional Fiduciary & Trustee
ABOUT LIGHTHOUSE FINANCIAL STEWARDS
Our 20-Year History of Providing Unbiased Guidance
Your wellbeing depends on who you choose to help you in your time of need.
A professional fiduciary can be a lifeline for you or your loved one when you face physical or mental challenges. They can handle your business, financial and health care matters with skill and care. This can also protect your family relationships from stress and conflict. A professional fiduciary is a wise investment for your future.
Our team has decades of experience in providing financial guidance and unbiased support. We have deep connections in the community and a strong network of professionals to serve your needs.
OUR SERVICES
We cater you and your family's needs in those times you need it most
Attorney-in-Fact:
If you become incapacitated or unable to make your own decisions, you need someone you can trust to act on your behalf. That’s why we offer our services as attorney-in-fact, also known as power of attorney, who can manage your financial, legal, and health care affairs according to your instructions. We can also communicate with your family, doctors, and other professionals to ensure your best interests are protected and your wishes are respected.
Trustee or Successor Trustee
Do you have a trust that needs to be managed or administered? Whether you need someone to take over an existing trust or step in when the need arises, we can help. We are experienced and qualified financial professionals who can handle all aspects of trust administration, such as asset distribution, tax filing, accounting, and reporting. We will work with your beneficiaries and your advisors to ensure your wishes are honored and your legacy is preserved.
Accounting & Bill Pay Services
Are you struggling to keep up with the day-to-day management of your finances? We provide personalized services to ensure your bills are paid on time. Designed to fit your unique needs, our services give you peace of mind, knowing your bills are handled, and you are prepared for your accountant at the end of the year.
Consultative Services
If you need advice or guidance on any aspect of your fiduciary needs, we can help. We offer consultative services to individuals, families, and professionals who need assistance with planning for their legacy or administering the estate of a loved one. We provide guidance on financial, trust, and estate matters. We can also review your existing plans and documents and suggest improvements to suit your needs and goals.
Personal Representative
When a loved one passes away, you may be appointed as their personal representative, or executor, to handle their estate. This can be a daunting and complex task, especially during a time of grief. That's why we offer our services as professional personal representatives who can take care of everything for you, from administration of your probate estate to asset valuation, from creditor obligations to beneficiary distributions. We can also handle any disputes or challenges that may arise, and ensure that your loved one's estate is settled according to their will and the law.
When you are preparing your will in the state of Florida, your estate attorney will inform you that Florida law requires that your Personal Representative be either a resident of the state of Florida or a close relative. For many of our clients, they prefer the peace of mind that comes from naming a Florida-based fiduciary as personal representative to avoid placing a burden on family members or to meet their need for a representative that is based in Florida.
Florida Professional Guardian
If you or a loved one are unable to care for yourself or your property due to age, disability, or illness, you may need a guardian to look after your well-being and interests. We offer our servies as professional guardians who can provide you with the are and support you need, such as managing your finances, paying you bills, arranging your medical care, and advocating for your rights. We can also work with your family, friends, and other professionals to ensure your quality of life and dignity are maintained.
Questions You Should Ask Your Fiduciary
How do you charge for your services?
At Lighthouse Financial Stewards, we offer a free initial consultation to discuss your unique needs and the services that we provide. In our consultation, we will review our fee structure and discuss how it pertains to your circumstances.
We do not sell any investment products, so you can rest assured that we are motivated only by what is in your best interest and the best interest of your beneficiaries.
What are your qualifications and experience?
Lighthouse Financial Stewards LLC is a member of the Independent Trustee Alliance. Additionally, Victoria Allen is a Certified Public Accountant and Florida Registered Professional Guardian. She is a member of the American Institute of Certified Public Accountants, Florida State Guardianship Association, Collier County Bar Association, and the Estate Planning Council of Naples. Victoria is also a Certified Internal Auditor and member of the Institute of Internal Auditors. She has a broad-based background in financial planning, investment and advisory services, financial reporting and accounting, tax preparation and planning, and estate administration.
How do you communicate with your clients?
As a part of our new client onboarding process, we will discuss your preferred communication styles and methods and tailor our communications to your needs. We also gather contact information for the professionals on your team, such as attorneys, accountants, and financial advisors, as well as your beneficiaries, so we can step in and facilitate communications between parties when the need arises.
How do you handle conflicts or disputes?
Our process is driven by your vision for your legacy. Your vision serves as the guiding light for decision making and conflict resolution processes. When a conflict or dispute arises, we serve as your advocate to ensure that your wishes are carried out.
How do you protect my privacy and security?
We have data security, business continuity, and backup processes in place to ensure the privacy and security of your personal data.