Lumen Financial Group

Lumen Financial Group At Lumen Financial Group we provide comprehensive financial planning services, including investment management, tax preparation, and life insurance.

The question everyone has: Will Social Security be around for you? Read this.
09/01/2026

The question everyone has: Will Social Security be around for you? Read this.

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

08/29/2026

A home warranty may make sense, but you need to set proper expectations.

Considering a vacation home? 5 questions to determine if you’re ready.
08/25/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

08/22/2026

Thinking about a prepaid debit card? Consider the pros and cons.

08/18/2026

How much is enough for your emergency fund?

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
08/15/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

08/11/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
08/08/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/04/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
08/01/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Address

800 Township Line Road , Suite 125
Yardley, PA
19067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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