LuminaFi is here to answer you biggest financial questions.

  • 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?

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 that 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.