LuminPath Planning Information

LuminPath Planning is an independent financial planning practice focused on helping individuals and families make better financial decisions with clarity and confidence. We specialize in retirement planning, tax-aware strategies, and long-term financial planning. Our approach starts with understanding each client’s full financial picture, including income, taxes, investments, and family goals. By integrating tax strategy into financial planning, we help clients make more informed decisions around retirement timing, Social Security, Roth conversions, and overall wealth planning. We believe financial planning should be practical, personalized, and aligned with real life—not just numbers on a page.