Services

Do you have a 401k either at your current job? 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.
 

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

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.

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.