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:

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.

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.

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. 

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.

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.

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®

Lightpath Wealth Management, LLC, dba Lightpath Wealth & Tax Advisors (“RIA Firm”) is a registered investment adviser located in Prospect, KY. Lightpath Wealth & Tax Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Lightpath Wealth & Tax Advisors’ website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Lightpath Wealth & Tax Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as Lightpath Wealth & Tax Advisors’ solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lightpath Wealth & Tax Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Lightpath Wealth & Tax Advisors, please contact the state securities regulators for those states in which Lightpath Wealth & Tax Advisors maintains a registration filing. A copy of Lightpath Wealth & Tax Advisors’ current written disclosure statement discussing Lightpath Wealth & Tax Advisors’ business operations, services, and fees are available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lightpath Wealth & Tax Advisors upon written request. Lightpath Wealth & Tax Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lightpath Wealth & Tax Advisors’ website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. 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. This website and information are not intended to provide investment, tax, or legal advice.

For more information about Lightpath Wealth & Tax Advisors (CRD # 312276) please visit https://brokercheck.finra.org.

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