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303-444-1818

370 Interlocken Blvd., Suite 525, Broomfield, CO 80021

2 N. Nevada Ave., Unit 1300, Colorado Springs, CO 80903

Lighthouse Financial LLC
Taking A Personal Interest In Your Financial Well Being
Lighthouse Financial LLC
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  • About
    • Values
    • Meet Our People
  • What We Offer
    • Investment Management
    • Retirement Planning
    • Estate Planning
    • Eldercare Planning
    • Charitable Planning
  • Sharing & Caring
  • News
    • Events
  • Documents & Forms
  • Contact

News

Retirement In Sight: Most Americans Think They Will Work in Retirement

Financial Planning, Retirement PlanningBy WordPress AdministratorNovember 18, 2020

Most Americans Think They Will Work in Retirement A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorNovember 11, 2020

U.S. Markets Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October. The Dow Jones Industrial Average, which…

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Retirement In Sight: Are Vehicle Costs Blocking the Road to Retirement?

Financial Planning, Retirement PlanningBy WordPress AdministratorOctober 19, 2020

Are Vehicle Costs Blocking the Road to Retirement? Logically, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent amount of consumer debt here…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorOctober 6, 2020

U.S. Markets Stocks dropped in September as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe. The Dow Jones Industrial Average,…

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Retirement In Sight: Could You Retire at 55?

Financial Planning, Retirement PlanningBy WordPress AdministratorSeptember 17, 2020

Could You Retire at 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorSeptember 10, 2020

U.S. Markets Stock prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a monthlong succession of upbeat economic data. The Dow Jones Industrial…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorAugust 13, 2020

U.S. Markets Stock prices rallied in July as further development of a COVID-19 vaccine and better-than-expected corporate financial reports encouraged investors. The S&P 500 gained 5.5 percent, while the Nasdaq…

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Retirement In Sight: Figuring Out When to Start Your Second Act

Financial Planning, Retirement PlanningBy WordPress AdministratorAugust 5, 2020

Figuring Out When to Start Your Second Act Many Gen Xers and baby boomers look forward to retiring on their terms. In such a circumstance, a key question becomes when…

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Retirement In Sight: Has the Pandemic Affected the Retirement Mind-set?

Financial Planning, Retirement PlanningBy WordPress AdministratorJuly 14, 2020

Has the Pandemic Affected the Retirement Mind-set? Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their perceptions about retiring. The 2020…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorJuly 7, 2020

U.S. Markets Stock prices climbed higher in June, as investors looked beyond an increase in COVID-19 cases and reports that several states would slow the pace of economic reopening. The…

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The information we provide here is strictly a courtesy. When you access links leaving our website, you assume total responsibility for your online activities. Lighthouse Financial makes no representation about the accuracy or completeness of information you might find on other websites. Lighthouse is not liable for any direct or indirect technical or system issues, or any consequences stemming from your access to, or use of, third-party websites, technologies, programs or information.

All services at Lighthouse Financial are offered through Petra Financial Advisors, Inc. (“PETRA”), a Registered Investment Advisor. Information presented on this site is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.

Lighthouse Financial will maintain all applicable registration and licenses as required by the various states in which Lighthouse Financial conducts business, as applicable. Lighthouse Financial renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Investment and Advisory services are provided by Petra Financial Advisors, Inc., headquartered at 2 N. Nevada Ave. Suite 1300, Colorado Springs, CO 80903.

Professional Memberships

International Foundation for Retirement Education

National Federation of Independent Businesses

Kingdom Advisors

Contact Us

Lighthouse Financial, LLC
12295 Oracle Blvd.
Suite 210
Colorado Springs, CO 80921

2 N. Nevada Ave.
Unit 1300
Colorado Springs, CO 80903

  • Phone
    303-444-1818
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