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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: Possible Changes for Catch-Up Contributions

Retirement PlanningBy WordPress AdministratorSeptember 16, 2021

Possible Changes for Catch-up Contributions Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021…

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Monthly Economic Update – September 2021

Retirement PlanningBy WordPress AdministratorSeptember 8, 2021

U.S. Markets Signs of an improving labor market, strong corporate earnings, and more clarity from the Fed on its tapering plans propelled stocks to multiple record highs during August.   The…

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Retirement In Sight: Can Having Three Good Friends Promote a Happy Retirement?

Retirement PlanningBy Lighthouse Financial TeamAugust 16, 2021

Can Having Three Good Friends Promote a Happy Retirement? We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorAugust 9, 2021

U.S. Markets Last month, the stock market posted a solid gain, overcoming investors’ fears of higher inflation and an increase in COVID-19 cases. The Dow Jones Industrial Average picked up…

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Retirement In Sight: Is Financial Health a Factor in Your Overall Health?

Financial Planning, Retirement PlanningBy WordPress AdministratorJuly 19, 2021

Is Financial Health a Factor in Your Overall Health? Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorJuly 8, 2021

U.S. Markets Stocks moved higher in June as investors looked past accelerating inflation and the Fed’s pivot on monetary policy. The Dow Jones Industrial Average slipped 0.07 percent, but the…

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Retirement In Sight: Could a Second SECURE Act Tweak Retirement Rules?

Financial Planning, Retirement PlanningBy WordPress AdministratorJune 16, 2021

Could a Second SECURE Act Tweak Retirement Rules? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorJune 9, 2021

U.S. Markets Stocks traded in a narrow range in May, with technology and other high-valuation companies under selling pressure. The Dow Jones Industrial Average gained 1.93 percent while the Standard…

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Retirement In Sight: Pandemic Economy or Not, Some Aspire to Retire Early

Financial Planning, Retirement PlanningBy WordPress AdministratorMay 12, 2021

Pandemic Economy or Not, Some Aspire to Retire Early A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends,…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorMay 6, 2021

U.S. Markets A succession of robust economic reports and a healthy start to the corporate earnings season helped spark an April rally on Wall Street. The Dow Jones Industrial Average…

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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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