Lumina Financial Consultants

Lumina Financial Consultants

Female owned and operated investment advisory firm.

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Lumina Financial Consultants

Luminafi Report

July 2014 LuminaFi Report

I hope this issue of the LuminaFi Report finds you doing well and enjoying a relaxing summer! Many of us use this time of year to catch-up on some reading that we are too busy or tired to attempt at

Jean Schwarz July 24, 2014March 6, 2015 Luminafi Report Read more

June 2014 Edition: Funding Higher Education

June 2014 Edition:  Funding Higher Education

It’s June – a time for graduation and preparation for the next phase of education. Recently, you may have seen news articles questioning the value of higher education. Many of us still believe that the benefits outweigh the costs. However,

Jean Schwarz June 14, 2014March 6, 2015 Luminafi Report Read more

The LuminaFi Report: March 2014

After such a long and unusually cold winter, it is very comforting to see signs of spring sprouting up from the soil. March 20th marks the beginning of spring and for baseball fans it’s another indication that opening day is

Jean Schwarz March 19, 2014March 19, 2014 Luminafi Report Read more

LuminaFi Report: February 2014

Today is Valentine’s Day and love is in the air – let’s hope the warmth of that love will help to thaw out the frigid weather that has been clinging to so much of the country this winter!  However, should

Jean Schwarz February 14, 2014March 6, 2015 Luminafi Report Read more
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Lumina Financial Consultants, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Lumina Financial Consultants LLC to any unintended registration requirements. The information provided is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The types of securities and investment strategies mentioned may not be suitable for everyone. Each investor should evaluate investments and financial strategies based on his or her own particular situation. The information is not intended to provide tax, legal or investment advice. The information herein is developed by a third-party provider which we deem to be reliable; however, we cannot guarantee its accuracy. The information is subject to change at any time and without notice. © 2023 Lumina Financial Consultants