Lumitas Wealth Strategies

Lumitas Wealth Strategies Be intentional & live on purpose. With Lumitas Wealth, you can count on a comfortable, guided, nonjudgmental planning experience. Who are you? Who we are?

Our financial services are designed to be most effective over the long-term. you are busy, hardworking, and freedom-loving. You value security and the people around you. You're looking for professionals to support you as you build your life and protect your family. We are the straightforward, friendly advocates that will work tirelessly to see you through to your free-est life. We strive for extraordinary and are grateful to share our experience in this way.

11/30/2023
At Lumitas, we’re always ourselves—competent, direct, and thankful to serve. Allow us to be your greatest advocates.http...
11/27/2023

At Lumitas, we’re always ourselves—competent, direct, and thankful to serve. Allow us to be your greatest advocates.
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96% say they expect to overspend.
11/27/2023

96% say they expect to overspend.

Holiday shoppers are planning to spend big despite inflation concerns, survey shows. Many plan to budget and look for deals, but 96% say they still expect to overspend.

As you gather with friends and family, remember, "Thanksgiving Day is a good day to recommit our energies to giving than...
11/23/2023

As you gather with friends and family, remember, "Thanksgiving Day is a good day to recommit our energies to giving thanks and just giving.” ~Amy Grant

11/23/2023

A holiday gathering with your parents and siblings present might be a rare chance to make sure everyone is on the same p...
11/20/2023

A holiday gathering with your parents and siblings present might be a rare chance to make sure everyone is on the same page.

It's beginning to look a lot like Thanksgiving . . . and then Hanukkah, Christmas, Kwanzaa, and New Year's Eve will follow. These are prime holidays for family gatherings, which can offer in-person opportunities to have important conversations. You may be inclined to keep the chats light and stick t...

Mark your calendars, Santa is coming to ! Come check out the Coca-Cola tractor trailer decorated in festive holiday lig...
11/20/2023

Mark your calendars, Santa is coming to ! Come check out the Coca-Cola tractor trailer decorated in festive holiday lights and meet Santa Claus Wednesday, Nov. 29, at M Health Fairview Sports Center.

There has been a lot of buzz around on social media recently. But is that something you should consider?
11/16/2023

There has been a lot of buzz around on social media recently. But is that something you should consider?

There has been a lot of buzz around life insurance on social media recently. But is that something you should consider? And at what age? ln this episode we b...

A tough problem to have.
11/13/2023

A tough problem to have.

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