Lighthouse Financial, LLC was founded in 1983 as Financial Planning and Management Inc. and became Lighthouse Financial LLC in 1999. Lighthouse Financial is a Registered Investment Advisory firm with the Securities and Exchange Commission.

Our Professional Team has a combined service exceeding 150 years in the financial services, asset management and advisory fields.  Lighthouse Financial, LLC actively manages money for hundreds of clients in several states and several countries around the world.  Our professional advisors have numerous advanced certifications including:

 

 

Our professional advisors are located in Colorado and have been providing consulting and management of investment programs for over three decades.

 

Professional Affiliations Memberships: 

  • The Financial Planning Association
  • International Foundation for Retirement Education
  • Financial Services Institute
  • National Federation of Independent Businesses
  • Broomfield Chamber of Commerce
  • Kingdom Advisors 

    Who We Are

    Lighthouse Financial LLC is a Securities Exchange Commission registered investment advisory firm. We provide personalized financial planning, estate planning and asset management services to clients around the world. Our client-centered, team approach helps you determine and implement strategies that benefit every area of your financial life.

     

    At Lighthouse Financial LLC, we:

    • Believe in the power of planning to effect positive change in the lives of our clients.
    • Understand that successful investing is a long-term process, not merely a series of transactions or short-term events.
    • Have proven that quality endures. A portfolio built on sound fundamental principles has a better chance of meeting your investment objectives over time.
    • Offer specialized experience in wealth management that can help guide you and your family along the pathway to success.
    • Create your Professional Advisor Team that brings unique knowledge and innovative thinking to coordinate your financial, investment and tax planning.  We assist you in your family gifting and charitable planning.
    • Develop your customized Lighthouse Financial Pathway Program after a thorough planning process. Our goal is to keep the increasingly complex from becoming overly complicated.
    • Recommend investment programs and professional money managers most suitable to your needs and goals. Our plans factor in the impact of inflation, as well as income and estate taxes.
    • Keep you informed of the ever-changing market conditions and explain the investment opportunities to you in our regular meetings and reports.
    • Strive to consistently strengthen our relationship, a relationship that can last a lifetime and beyond, as we continue the planning process you put in place today for future generations.

    Our Experience

    General Financial and Investment Planning

    • Investment portfolio management to potentially enhance returns
    • A dynamic investment strategy to manage risk
    • Retirement planning analysis
    • Educational funding analysis
    • Long Term Care and Life Insurance analysis, evaluation and recommendation

     
    Estate Planning

    • Strategies to minimize transfer taxes
    • Coordination with legal counsel for the effective use of trusts to achieve a variety of goals
    • Development of strategies for charitable and family gifting
    • Estate settlement and distribution

    Executive Services

    • Low cost-basis stock strategies which may increase income and reduce capital gains
    • Employee stock option analysis and exercise strategies for corporate executives
    • Retirement income analysis

    Professional Advisors Services

    • Coordination with accounting and legal advisors to complete critical tasks and provide plan oversight and ongoing monitoring
    • Implementation of titling, beneficiary and ownership changes to achieve the desired client objectives
    • Generation of cost basis and other tax information for your tax planning needs
    • Administration of trusts for family giving and charitable planning