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.
www.LighthouseStewards.com
Services
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, Family Office Advisor, 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
