LuminaFi can help you organize and understand your financial information.

You have financial questions such as:

  • How much should I save for retirement?
  • How do my investment choices impact my taxes?
  • What is the best way to save for college?
  • How should I invest my money today to protect my financial future?
  • What is the best way to manage my stock options?
  • What is the best retirement plan for my business?

LuminaFi can help you answer these questions. Our work together starts with getting organized. We employ sophisticated technology to help you stay organized, updated, and prepared to plan for your future. Each client receives a customized portal with updated portfolio information.

Your client portal will be updated daily and includes:

  • budgeting tools to help you track your spending and monitor your progress toward reaching your goals.
  • snapshot of your net worth, calculated daily.
  • custom secure vault, which provides storage for your important financial documents in case you ever need them while away from home.
  • Awards Manager, which allows you to store and access all your travel awards in one location.