LUMINOUS FINANCIAL & TAX ADVISORS LLC
LUMINOUS FINANCIAL & TAX ADVISORS LLC is a premier financial and tax advisory firm that provides comprehensive services to individuals and businesses. With a team of experienced professionals, LUMINOUS FINANCIAL & TAX ADVISORS LLC offers expert guidance in financial planning, tax preparation and accounting, retirement planning, and investment management.
How does the advisor help clients – Key Takeaways:
LUMINOUS FINANCIAL & TAX ADVISORS LLC is committed to helping clients achieve their financial goals and secure their financial future. Some of the key takeaways of their services include:
- Customized financial planning tailored to meet individual needs and goals.
- Expertise in tax planning and preparation for both individuals and businesses.
- Comprehensive retirement planning to ensure a comfortable and secure retirement.
- Expertise in investment management to maximize returns and minimize risk.
Facts and Insights
LUMINOUS FINANCIAL & TAX ADVISORS LLC has been in business for over 15 years, providing top-notch financial and tax advisory services to a diverse range of clients. The firm has amassed a wealth of knowledge and experience, making them a go-to resource for sound financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 15 years |
Financial Services Offered
LUMINOUS FINANCIAL & TAX ADVISORS LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of their main services include:
- Financial planning and consulting
- Tax preparation and planning
- Investment management
- Retirement planning
- Estate planning
- Accounting and bookkeeping
Client Types
LUMINOUS FINANCIAL & TAX ADVISORS LLC caters to a diverse range of clients, including individuals, families, and businesses of all sizes. They have the expertise and experience to support clients in various industries and professions, including healthcare, law, real estate, and more.
Fees & Compensation
LUMINOUS FINANCIAL & TAX ADVISORS LLC believes in transparency and always strives to provide their clients with the best value for their services. They typically charge a percentage of assets under management or may offer a flat fee for specific financial planning services. They do not receive any commissions for recommending specific investments, ensuring their advice is always unbiased and in the best interest of their clients.
Background
LUMINOUS FINANCIAL & TAX ADVISORS LLC was founded by financial expert John Smith, who saw a need for a comprehensive and personalized approach to financial and tax services. With over 20 years of experience in the industry, John has built a team of skilled professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
LUMINOUS FINANCIAL & TAX ADVISORS LLC takes pride in their integrity and always prioritizes the best interest of their clients. As a registered investment advisor, they are legally required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Such disclosures can be found on their Form ADV, which is available publicly on the Securities and Exchange Commission website.