LightPoint Portfolios provide my clients the professional money management they seek while avoiding investments that are contrary to their faith and family values. Professional guidance, solid returns and Biblically Responsible Investments-a winning combination!
Working with LightPoint is a breeze. They’re responsive, proactive, and easy to work with. And, they’re sincerely interested in my success.
Working with Cassandra and the team at Beacon Wealth has been a perfect fit for my faith based clients. I have come to know that they are professional in all areas of due diligence and communicating with the partner Advisor. Our clients have benefited from LightPoint Portfolio’s turn key approach to active management in the faith based investment realm. I have found communication with all team members has been very good and easily accessible.
We have found the team at Beacon Wealth to be professional, responsive, and extremely bright. It has been a pleasure introducing our clients to their organization and we look forward to a great future together. Our clients have been impressed. Thanks Beacon Wealth!
Knowing the level of thought and detail that went into the portfolio design and overall plan construction gives your clients a retirement plan solution that will help them pursue their financial goals and not violate their closely held values. Differentiation in the marketplace, a retirement plan suite that you can be proud to present and the team of professionals at Beacon Wealth as support make this a powerful tool for advisors.
I have been very impressed with the LightPoint Kingdom(k) process. The customer service is top notch. They have answered my questions quickly and correctly. They have done what they promise and advertise.
It is fantastic to have high quality and biblically responsible investment models already in place with LightPoint Portfolios. I can focus fully on financial planning and client relationships while Beacon’s investment team is dedicated fully to managing the investment portfolios.
I am thankful and feel privileged to be able to help Christians discover they have the opportunity to invest their money in alignment with their values. For Christians, the question isn’t ‘Why BRI,’ but, ‘Why not?’