Lighthouse Financial LLC

Taking A Personal Interest In Your Financial Well Being

Financial planner in Broomfield, CO (show on map)

5.0

★★★★★

3 reviews

Broomfield and Colorado Springs, CO-based financial planning firm offering investment management, retirement planning, estate planning, eldercare planning, and charitable planning services.

Call (303) 444-1818

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About

Lighthouse Financial Planning is based just outside of Denver, Colorado in Broomfield. Lighthouse Financial LLC has provided wise planning and investment management since 1999 (born out of Financial Planning Management Inc. established in 1983), serving clients as they weather life's challenges and difficulties.

They offer investment management, retirement planning, estate planning, eldercare planning, and charitable planning through partnership with Petra Financial Advisors, Inc.

Since 1999 (or 1983 through predecessor)

Client-centered, step-by-step approach

Multi-disciplined investment approach (economic, quantitative, fundamental analysis)

Partnership with Petra Financial Advisors

Team of experienced professionals

Services

Investment Management

Diversified investment portfolios using economic, quantitative, and fundamental analysis to find value while actively monitoring portfolio risk.

Asset Allocation Diversification Risk Management Tax-Loss Harvesting Alternative Investments

Retirement Planning

Helping clients protect and grow their financial assets, develop tax-management strategies, define estate-planning needs, and plan for long-term care.

Retirement Strategy Social Security Optimization Income Planning Distribution Strategies

Estate Planning

Tax-efficient estate planning to help minimize transfer taxes, coordinate with legal counsel for trusts, develop charitable and family gifting strategies.

Transfer Tax Minimization Trust Coordination Charitable Gifting Family Legacy Planning

Eldercare Planning

Comprehensive eldercare planning encompassing finances, healthcare, living arrangements, transportation, daily activities, and emotional well-being.

Care Coordination Healthcare Planning Housing Options Family Guidance

Charitable Planning

Charitable giving strategies as part of overall financial and legacy planning.

Charitable Giving Strategies Donor-Advised Funds Philanthropic Planning

Credentials & Certifications

Registered Investment Advisor

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What services does Lighthouse Financial offer? +

Investment management, retirement planning, estate planning, eldercare planning, and charitable planning through partnership with Petra Financial Advisors, Inc.

Where is Lighthouse Financial located? +

Offices at 370 Interlocken Blvd., Suite 525, Broomfield, CO 80021 and 2 N. Nevada Ave., Unit 1300, Colorado Springs, CO 80903.

How long has Lighthouse Financial been in business? +

Serving clients since 1999, born out of Financial Planning Management Inc. which was established in 1983.

What professional memberships does Lighthouse Financial have? +

International Foundation for Retirement Education, National Federation of Independent Businesses, Kingdom Advisors.