Why Choose Luxplan?
Lux, in latin, means “to illuminate” or literally “light”. Therefore we exist to shed light on complicated financial topics and show you the way to obtaining your financial goals and dreams. Every bit of advice we give is born out of your objectives and what the “plan” calls for. Here at LuxPlan, you are working with people who genuinely know that helping you find your success is the only way that we succeed as a firm. You’ll find our advisors easy to work with, incredibly caring, and deeply knowledgeable. You come to our firm in pursuit of hitting your financial goals, and you’ll stay because of how enjoyable we make the journey. Through incredible follow up, predictable reviews, and stellar client events, we believe you’ll be thrilled with your decision to choose LuxPlan.
Retirement Planning
Do you have a 401k either at your current job or your previous one? How does that fit into your retirement picture? What about Roth IRAs or other investment accounts? Have us take a look and see how those will fit into helping you achieve your financial goals. Every family has a different set of circumstances and needs customized advice to ensure you are taking the best course of action specifically for you.
Rollovers
Do you have a retirement account at your former employer? What happens to your current retirement account once you retire from your job? According to your individual situation, if it makes sense to go through a “rollover” process, you can turn your work retirement plans into your own IRA. Find out if that makes the most sense for you
Term Life Insurance
Basically no one’s favorite part of the Financial Plan. However, you work so hard to pay off your debts, save for the future, etc… you want to protect your hard in the event of an untimely passing. There are many types of life insurance out there, and at LuxPlan we believe in TERM life insurance. Term life insurance is an inexpensive option that allows you to provide the most coverage for your family, and hopefully have some room left in your budget to tackle the rest of your financial game plan. If you are being recommended another type of life insurance, please reach out to us and let’s make sure you understand your options.
College Planning
Oh the things we do for our kids! As if we haven’t spent enough on clothes, food, and activities, we also want to set them up for their future. One of those ways might be through helping them to pay for school. Maybe your idea of setting them up for the future doesn’t involve college. Either way, if you want to explore the best options for saving and investing for your kids, we can find the right account for you.
About Us
Forging A
Path Together.
We’re founded on a few simple principles. “Love your neighbor as yourself”. As simple as it is, we treat you how we would want to be treated. That means delivering quality, being treated well, and having fun along the way. We also believe that “applied knowledge is power”. This means, you need the correct information, but you also have to implement the correct information. That’s what our planning process and advisors are for, empowering you with “what to do”, and encouraging you to follow the plan. In other words, follow the light! With a combined 34 years financial experience on our team we are well suited to give you the guidance you need. Our team has all worked for corporations in the past, and started this company because of how much more value we knew we could bring. With a unique combination of being a part of a large network of valuable partners, but having the individuality of our firm, we can bring both security and flexibility to the table. Here are the 4 cornerstones of our operation.