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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: Are Your Federal Income Taxes Due in May? Maybe, Maybe Not

Financial Planning, Retirement PlanningBy WordPress AdministratorApril 15, 2021

Are Your Federal Income Taxes Due in May? Maybe, Maybe Not In March, the IRS announced that it was pushing the deadline for 2020 federal tax returns ahead to Monday,…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorApril 7, 2021

U.S. Markets Improved economic conditions and broadened vaccine programs ignited a broad stock market rally in March, though rising treasury yields dragged on technology and high-growth stocks. The Dow Jones…

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Retirement In Sight: Need Cash? Avoid Tapping into Your Retirement Account

Financial Planning, Retirement PlanningBy WordPress AdministratorMarch 18, 2021

Need Cash? Avoid Tapping into Your Retirement Account Imagine if your 35-year-old self magically appeared in front of you one day and asked for a percentage of your retirement savings…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorMarch 12, 2021

U.S. Markets Stocks notched a solid gain in February thanks to growing optimism surrounding the economic recovery and decreasing number of COVID-19 infections. The Dow Jones Industrial Average led, picking…

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Retirement In Sight: Evaluating an Opportunity for an Early Retirement

Financial Planning, Retirement PlanningBy WordPress AdministratorFebruary 16, 2021

Evaluating an Opportunity for an Early Retirement The pandemic has hastened the retirement of some baby boomers, and the linked furloughs and layoffs in many industries have led others to…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorFebruary 5, 2021

U.S. Markets Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of companies roiled markets.…

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Retirement In Sight: To Retire, or Not to Retire?

Financial Planning, Retirement PlanningBy WordPress AdministratorJanuary 19, 2021

To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorJanuary 8, 2021

U.S. Markets A tumultuous year ended on a positive note as stocks rose in December, spurred by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal…

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Retirement In Sight: This Year, There Is More Incentive to Give

Financial Planning, Retirement PlanningBy WordPress AdministratorDecember 16, 2020

This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special…

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Monthly Economic Update

Retirement PlanningBy WordPress AdministratorDecember 7, 2020

U.S. Markets Stock prices powered higher and emboldened investors in November thanks to a series of positive news events. The Dow Jones Industrial Average, which has lagged much of 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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