At Lighthouse Financial Stewards, LLC we offer personalized fiduciary services to represent you, advocate for your vision, and preserve your legacy. With over 18 years' experience as a financial professional, Victoria Allen provides unbiased financial guidance and stewardship for her clients. Victoria is a Certified Public Accountant and is a member of the American Institute of Public Accountants, as well as 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. We can serve as an independent trustee, successor trustee, personal representative/ executor, and agent under power-of-attorney. We also offer consultative services and accounting and bill pay services to cater you and your family's needs in those times you need it most.

Services

Accepting New Clients

Accepts Trusts/Business in Other States

Services Offered

Trustee, Trustee - Special Needs, Trustee - ILIT, Trustee - Successor, Trustee - Co-Trustee, Trustee - Coach / Consultant, Trust Protector, CPA, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney

Contact Victoria

4843586764

2430 Vanderbilt Beach Rd #108-186 Naples, 34109

Send an email to Victoria

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