OUR PHILOSOPHY

Luminous Financial & Tax Advisors believe that our clients can make informed decisions when they fully understand their options.  That is why we believe in having our clients be an integral part of their financial planning process. Together we answer questions and explore possibilities. We don’t believe in telling our clients what to do but prefer to help them know what their options are. When you meet with us, you can expect that we will be looking out for your best financial interest by applying laws and regulations that are most beneficial to your unique situation.

Once our clients understand all of their options, we can craft a financial plan that best meets their needs and achieves their dreams because they helped build it.

We believe in offering our clients insights and input, not just telling them the answers. Each client’s financial needs are unique, and we treat each of them with the utmost care and respect.

Individuals and business owners will benefit from Luminous’ extensive knowledge of current tax laws. We make it our business to know how to apply these tax regulations so that your portfolio will reap the most benefit financially. 

Luminous believes that everyone’s dreams and goals deserve a well-crafted plan. We value quality over quantity and strive to treat each client with dignity and respect. No vision is too small. To ensure that your goals are on track, Luminous Financial is with you every step of the way. If your dreams change, we are there beside you to help adjust your plans to keep you on track. When you choose Luminous Financial, you can be assured that you are never alone; we believe in working together.

When you come to us, we will work together as partners and build a plan that fits your dream.