WHO WE ARE
Lumina Financial, A TMG Company, is a team of professionals who share a passion for helping clients achieve their financial goals, navigate and understand tailor-made solutions in a complex insurance environment and are committed to consulting business owners and entrepreneurs in a unique way where we place mentorship and real-world experience alongside educational pedigree and education. We believe that owning your own business and building your personal dreams are among the most important freedoms we have.
We are solutions driven and people centered. We are relationally committed to provide the best service to our clients. We aren't the hero of your story--but we want to light the way as the guide to your best financial future.
Lumina Financial Solutions
At Lumina, we prioritize the unique characteristics of strategy and relationship-building.
We see your financial goals come to life by leveraging more than 30 years of experience in the industry and find cutting-edge approaches to see you reach your desired outcomes. Though there are financial hurdles along the way, Lumina brings clarity, freedom, and sustainable success, enabling you to unlock your passion and align it with opportunities that elevate your financial impact both personally and professionally.
Wealth Management
Through our team of licensed professionals, our wealth management group provides financial planning, investment management and estate planning to help our clients grow and preserve the wealth of their business and achieve their long-term objectives.
Insurance Benefits
Through our team of license professionals, our Insurance Benefits Group helps our clients navigate the complex waters of the group insurance landscape. We know that providing the best quality health care plans are key to attracting and retaining quality employees. Our team specializes in insuring our clients success.