Our Services

At Luminary Wealth Management, we provide a holistic approach in a safe environment for our clients to have confidence as we seek to protect their investments.  We also provide Indsutry Leading Financial Planning Tools where all your financial and life goals are in one place.  

Allow Luminary Wealth Management to help you preserve your hard work and support your success with insightful and practical business practices.

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Financial Planning

Financial Planning

  • Budgeting and Savings
  • Cash Flow Analysis
  • Retirement Income Planning
  • Income Tax Strategy 
Business Conslting & Strategic Planning

Business Conslting & Strategic Planning

  • Review Business Goals
  • Reveiw Business Financial Health
  • Monthly and Quarterly Services Available
Exit Planning:  Preparation and Execution

Exit Planning:  Preparation and Execution

  • Complete the Valuation Process
  • Formulate Plan
  • Commitment and Execution
Investment Management Services

Investment Management Services

  • Portfolio Reveiw
  • Time Horizon Analysis
  • Risk Tolerance
  • Asset Allocaion
Retirement Plans

Retirement Plans

  • 401K Plans
  • Simple Plans
  • Self-Employed Pension (SEP)
  • Owner K Plans
  • Defined Benefit Plans
Insurance Services

Insurance Services

  • Life Insurance Plans (Permant Life & Term Policies)
  • Disability Insurance
  • Long Term Care Plans
Estate & Legacy Planning Strategies

Estate & Legacy Planning Strategies

  • Indepth review of Wills, Power of Attorney, Medical Directives and Trusts
  • Charitable Giving
HNW/UHNW Clients

HNW/UHNW Clients

  • Tailored Financial Services for high-net-worth and ultra-high-net-worth individuals.
Education Savings

Education Savings

  • 529 Plans
  • Tuition Estimation Calculator

Have a Question?

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