Navigating the Retirement Journey. Together.

At Lightpath Wealth 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 Advisors is an independent financial advisory firm providing comprehensive wealth management 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.

IRA & 401(k) Rollovers

We can help you determine if a rollover is the right move for you, and the best vehicle to help conserve and grow your rollover assets.

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, investment management, 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®

What Our Clients Are Saying

"I was blown away from the very beginning with not only the individual attention but the customized crafting and attention to detail for all my financial goals that I want to accomplish for me and my family. The level of trustworthiness and character that you will find on this team is unmatched anywhere else. It was a great experience working with Lightpath and anyone thinking about their financial future should seriously consider them for all their financial planning! Thank you so much!"

Joel O.

Joel O.

Louisville, KY

"I came to Lightpath knowing a little about saving and investing, but with no idea about what to do to secure a future for me and my family. After meeting with Jason, I learned a lot and for once felt well-informed and educated. I made sound decisions with Lightpath's guidance; not only do I feel protected financially, but I am certain I made the best choice for us."

Ryan L.

Ryan L.

Louisville, KY

"I consider myself a good judge of character and the thing I value most are people that stand by their word and take their job seriously. I've found Lightpath's advisors work hard, do everything within their power to put a non-financial person at ease, and quickly ascertain the level of understanding their clients have of their own financial picture. I'm super excited to be on this financial journey together, my only regret is that I did not meet them sooner."

Cathy M.

Cathy M.

Long Beach, CA

“Lightpath's founder, Jason Hawkins, has been our financial advisor for the past two and a half years. He’s always offered sound financial advice based on our investment objectives as well as our personal needs. He keeps in regular contact with us and provide us with ongoing financial advice as our needs and markets change. Jason takes the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though he truly cares about our family, our finances, and our future.”

Scott G.

Scott G.

Prospect, KY

Working with Lightpath Wealth Advisors has been a great delight. Lightpath's care, concern and focus on what's important to me was their goal. They presented a more creative, strategic and rewarding plan for my future that included health coverage and future financial security within the current budget I was already using. They were very thorough and made sure I was comfortable asking any questions and responded promptly whenever I had a concern. Lightpath certainly goes above and beyond to ensure the customers happiness and security for their future.

Bryan C.

Bryan C.

Crestwood, KY

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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