If you’ve ever wondered about the LuminaFi’s “alphabet soup” (RIA, CFP, for example), below are links to independent organizations who do a good job making sense of all the acronyms.
- Tailored advice based on your individual goals and complex needs
- Simple, transparent fee structure
- High level of expertise
- Personal and attentive relationship
- Your money is held by an independent custodian
- Why CFP Certification Matters – LuminaFi advisors have passed the rigorous CFP exam and maintain continuing education because we believe in the power of this certification.
- Benefits of Financial Planning – A financial plan is a crucial first step in mapping out your financial future.
- Steps to Financial Confidence – Looking to improve your financial confidence? This list gives you a great foundation. We can support your efforts through our ongoing advice and recommendations.