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.

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How We Help

Lightpath Wealth & Tax Advisors is an independent financial advisory firm providing comprehensive retirement planning services, including:

Wealth Accumulation

Actively managing our client’s portfolio to take advantage of trends and implement strategies designed to control downside risk.

Annuities

Help ensure your retirement security being in a tax-deferred investment providing a guaranteed stream of income for life.*

Tax Minimization Strategies

Preserve family assets from unnecessary taxes or manage investments in a tax-efficient way are two examples of the benefits of tax planning.

Long-Term Health Care

Long-term care insurance helps covers expenses and services not covered by health insurance, Medicare, or Medicaid.

Retirement Income Strategies

Plans that balance growth, risk, guaranteed income & liquidity to help you enjoy the successful retirement you’ve worked so hard for.

Life Insurance

Much more than death benefit protection, life insurance provides the living benefit of cash value accumulation and a retirement income stream.

Asset Protection

Preserve your assets from various unknown risks and creating a wealth preservation strategy to address potential negative future events.

Education Savings

As the need for relevant skills has increased, so have the costs for education. Planning is vital to fund this investment for the next generation.

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:

Active Families

As life rapidly evolves we help you to realize the full potential of your money – maximizing your wealth and enabling you to live the life you want. We also help protect everything that is important to you; family, assets and lifestyle.
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Pre-Retirees

No matter how close your retirement date is, it’s not too late to get answers to your questions and make preparations for the next two to three decades of your life. We can help you live with the financial confidence you need and deserve.
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Retirees

Our clients who have reached retirement age typically wrestle with two issues: how to maintain their lifestyle once they are no longer actively earning income, and how to best invest their nest egg to ensure a steady stream of retirement income. 
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Major Life Changes

Significant changes are unsettling and can impact your financial well-being in unexpectedly dramatic ways. Our goal is to relieve the burden of organizing your finances and get you back in control of your life as painlessly as possible.
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Get started today!

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.

Contact Us

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.

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