Navigating the Retirement Journey. Together.
At Lightpath Wealth & Tax Advisors, we strive to use our experience, skill, and thorough understanding of your needs to build a portfolio that has the highest likelihood of helping you face future challenges with success and peace of mind.
How We Help
Lightpath Wealth & Tax Advisors is an independent financial advisory firm providing comprehensive retirement planning services, including:
Your word is a lamp for my feet, a light on my path. – Psalm 119:115
Who We Help
Our decades of experience have shown that an effective financial strategy is a process that requires ongoing evaluation to ensure that the goals and objectives you are pursuing continue to reflect your personal circumstances. Whilst nothing we do at Lightpath is generalist in nature, our clients can be broadly categorized within the following life stages:
Major Life Changes
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Need assistance with retirement planning, education funding, tax planning, or estate issues? We invite you to enjoy a complimentary consultation with one of our financial planners.
Call us at (502) 632-3624
A Message from Our Founder
“God has called us to be wise stewards of the finances that he has entrusted to us, but this can often times be difficult with so many investment and saving options to choose from. Our goal is to help simplify the saving and investment process for all of life’s needs. Our desire is to be the light that helps you find your way into a successful financial future.” – Jason Hawkins, CFF®
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods, which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.