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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
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News

Retirement In Sight: Guarding Against the Four Common Money Biases

Retirement PlanningBy WordPress AdministratorFebruary 23, 2022

Our attitudes about investing, saving, spending, and financial matters are shaped by a variety of influences, both early and later in life. These attitudes can foster some very good habits,…

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Monthly Economic Update – February 2022

Retirement PlanningBy WordPress AdministratorFebruary 9, 2022

U.S. Markets Rising yields, elevated inflation, and a hawkish-sounding Fed took turns rattling the stock market in January, with technology-heavy Nasdaq particularly hard hit.  The Dow Jones Industrial Average dropped…

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Retirement In Sight: How Much Will Saving an Extra $1k Each Year Help You?

Retirement PlanningBy WordPress AdministratorJanuary 12, 2022

Did you ever wonder what might result from such a small boost to your retirement saving effort, even in midlife? While there is no ready answer to this question thanks…

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Monthly Economic Update – January 2022

Retirement PlanningBy Lighthouse Financial TeamJanuary 10, 2022

U.S. Markets Stocks rallied in December as early data suggested that the health impact of the Omicron variant was less severe than initially feared. The Dow Jones Industrial Average picked…

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Retirement In Sight: When You Are Within Five Years of Retirement

Retirement PlanningBy WordPress AdministratorDecember 15, 2021

If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some…

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Monthly Economic Update – December 2021

Retirement PlanningBy Lighthouse Financial TeamDecember 9, 2021

U.S. Markets Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains. The Dow Jones Industrial Average took the…

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Retirement In Sight: If the SECURE Act 2.0 Becomes Law, What Changes?

Retirement PlanningBy WordPress AdministratorNovember 11, 2021

The SECURE Act altered rules for retirement accounts with a goal of helping both retirees and pre-retirees. Now a legislative sequel, known popularly as SECURE Act 2.0, is proceeding through Congress.

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Monthly Economic Update – November 2021

Retirement PlanningBy Lighthouse Financial TeamNovember 3, 2021

U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.  The Dow Jones Industrial Average advanced 5.84 percent while…

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Retirement In Sight: Robocalls, Robotexts: Protect Yourself and Your Money

Retirement PlanningBy WordPress AdministratorOctober 13, 2021

Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however,…

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Monthly Economic Update – October 2021

Retirement PlanningBy WordPress AdministratorOctober 7, 2021

U.S. Markets The stock market hit a pocket of turbulence in September, with investors turning cautious amid Delta variant infections, slowing economic growth and ongoing policy debate in Washington. 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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