OUR MISSION

Our mission is to bring a well-grounded and innovative approach to financial planning, utilizing the collective experience of the team to provide clients and their families with consistent and reliable financial advice.  

OUR CORE VALUES                         

1.) COMMITMENT - We are committed to lifelong, multi-generational relationships, implementing strategic changes as markets, technology, and the financial world evolves.

2.)  OBJECTIVITY -  Assisting clients is a privilege and we realize that we must use our available resources to develop recommendations based on their needs, goals and values.

3.)  ACTION - We believe that without action no amount of planning can help clients achieve their financial goals.  It is never too early or too late  to begin taking steps toward pursing goals.

4.) FLEXIBILITY - Nothing is certain in life.  Values and circumstances change over time so our recommendations and strategies need to adapt as clients progress through the various stages of their lives.

WHO WE SERVE

We believe that financial planning is important in every stage of life.  From Tradionalists to Generation Edge, we understand the events and conditions that have shaped our clients’ lives.  While each generation’s approach to life has been shaped by different factors, we generally share similar life transitions along with other aspects associated with these life stages.

Please contact us to see how we can help you!

 

New access to consolidated reports now available!

Click Here
Businesses at work

 

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.

Waddell & Reed is not affiliated with Lumena Financial Strategies.