Lighthouse Financial LLC is a Financial Planner in Broomfield, CO. The firm offers investment management, retirement planning, estate planning, eldercare planning and charitable planning, serving individuals and families throughout Colorado who seek comprehensive financial guidance. With a five‑star rating, Lighthouse draws on decades of experience to help clients navigate life‑stage changes, protect assets and build lasting legacies.
Based just outside Denver in the suburb of Broomfield, Lighthouse Financial has been providing wise planning and investment management since 1999, evolving from Financial Planning Management Inc., which was founded in 1983. Its highly experienced advisors take a client‑centered, step‑by‑step approach, creating customized plans that reflect each client’s goals, values and needs, then acting to implement solutions and sustaining progress with ongoing guidance. The firm emphasizes integrity, no sales quotas, full revenue disclosure, and a commitment to professional training, advanced tools and coordinated services with other professionals, while maintaining confidentiality and exceptional, courteous service.
The office is located on Interlocken Blvd, a short walk from the public artwork “Birds” and just a few blocks from Central Park and Interlocken East Park. It is also near the Denver-Boulder Turnpike, placing the practice within easy reach of nearby neighborhoods and landmarks.
With a client‑focused, integrity‑driven approach honed over more than two decades, Lighthouse Financial LLC stands as a trusted financial planning resource for families in Broomfield.