Our Services

Our Services

Financial Planning

Our goal is to develop a long-term relationship with you to help you through all the stages of your financial life.  Comprehensive financial planning at Luminary Financial Planning encompasses every aspect of your financial life and must be tailored to your unique circumstances.  To achieve your financial goals and build a sustainable future, we develop a customized, comprehensive financial plan.  Think of it as a blueprint for helping you reach your deepest desires.

 

Investment Management

Managing your own investments can be intimidating.  But like all other aspects of a good financial plan, investing just takes a sound strategy, discipline, and time.  Luminary Financial Planning offers full-service, professional portfolio management for your investment and retirement accounts.  Our investment management process creates a customized investment policy statement tailored to your unique circumstances and develops a well-crafted portfolio that can help you achieve your goals.

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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