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.

riaYes, RIA stands for registered investment advisor, but it means a lot more than that. You will gain important benefits working with an independent RIA:

  • 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

cfpThe “Let’s Make a Plan” site from the CFP Board boasts a wealth of information to help you in your financial journey:

  • 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.