Our Services

At Luminosity Financial, we’re here to build your confidence in your financial decisions. Our personalized, step-by-step financial planning process is designed to do just that. Once we establish your goals, we tailor strategies to align with your vision and objectives. We help you implement a comprehensive financial program with our wide range of products and services.

Financial Planning Services

Financial Planning Services

Financial Profile
Retirement Planning
Survivor Income Needs
Education Funding
Estate Planning
Investment Planning
Business Planning
Asset Allocation

Fee-Based Asset Allocation Programs

Strategic Asset Management (SAM)

Individual and Business Retirement Plans

Individual and Business Retirement Plans

Traditional and Roth IRA
SIMPLE and SEP IRA
IRA Rollover
401(k) Plans
SIMPLE IRAs
SEP IRAS
Defined Benefit Plans
Profit Sharing Plans

Brokerage        Services

Brokerage Services

Full Service Brokerage
Purchase and Redeem Securities

Investments

Investments

Mutual Funds
ETFs
529 College Savings Plans
Variable Annuities
Coverdell Education Savings Accounts

Insurance

Insurance

Annuities
Life Insurance
Long Term Care and Medicare Supplement
Disability, Health, and Dental Plans
Individual, Business, and Group Products

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