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Personal Services

Our Tailored Services

We offer a range of personal financial services to help you plan your unique financial goals. Our experienced advisors take a deep relational approach to financial planning, focused on building long-lasting relationships. Our customized solutions are tailored to your individual needs.

Wealth Management

Our wealth management services are designed to help you preserve and manage your wealth through a customized investment plan that aligns with your unique financial goals. We offer a comprehensive suite of investment products and services, including asset management, financial planning, risk management, and more. We work with passion and knowledge to help you follow your short and long-term financial goals.

Business Planning

Lux Wealth Advisors' business planning services are designed to help business owners pursue their financial goals by developing a customized business plan that aligns with their unique situation. We offer a range of services, including business valuation, succession planning, and employee benefits planning, to help business owners optimize their financial performance and work towards long-term success.

Retirement Planning

We’re proud to offer retirement planning services that are focused on helping you pursue your desired retirement lifestyle by developing a customized retirement plan. We help you identify your retirement income needs, estimate your retirement expenses, and develop a strategy for optimizing your retirement income streams. We strive to help you feel more confident about your retirement when you work with us to create a sound plan for getting there.

Tax Planning

Tax planning can be one of the most stressful elements of financial planning but we know it doesn’t have to be that way. Our tax planning services are focused on helping you mitigate your tax liability through a customized tax strategy that aligns with your unique financial goals. We work with you to identify potential tax deductions and credits, develop a tax-efficient investment strategy, and implement tax-saving strategies.

Insurance & Protection

Our insurance and protection services are designed to help you protect your financial future by providing a range of insurance products, including life insurance, disability insurance, and long-term care insurance. We work with you to assess your insurance needs and develop a customized insurance strategy that aligns with your unique situation.

Estate Planning

Lux Wealth Advisors' estate planning services help you preserve and transfer your wealth to future generations in a tax-efficient manner. We work alongside your attorney to develop an estate plan that includes a will, trust, power of attorney, and healthcare directives. Our estate planning services are designed to help you minimize your estate tax liability and ensure that your assets are distributed according to your wishes.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Our Approach

We believe in a complete whole-picture approach of your financial situation to fully understand your goals.

Our Approach

About Us

We take a holistic view of your financial situation to understand your goals and aspirations.

Our Firm

Contact Us

Our team is here to guide you every step of the way. Contact us today to start planning.

Contact Us

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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