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Contact Us

Please feel free to contact us with any questions.

Welcome to Luminous Wealth Management, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. If you are a client, use the Client Tools page located on the top bar.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Reviews annual enrollment dates and options for Medicare participants.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Estimate the future value of your current savings.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Determine whether you should consider refinancing your mortgage.

How Long Will It Take to Pay my Balance?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck