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What We Offer,

Lux: (luks) Origin late 19th Century. - From Latin, Light; to Illuminate

A 2005 Boston Globe article on retirement said "About half of Americans spend more time planning for their annual vacation than thinking about retirement funding". In our experience, many people find planning, saving, or creating income in retirement to be very confusing and frustrating. The intimidating world of Stocks, Bonds, Investments, Pensions, and 401ks can cause undue stress and anxiety. The rapid pace and dizzying amount of information available can be overwhelming and hard to apply to a personal financial picture. The differing opinions and recommendations from financial advisors, CPAs, big corporations, banks, and life insurance companies often lead many into the "do nothing" or "deer in the headlights" approach to retirement planning and investment selection.

Lux Financial Services was founded to enlighten all aspects of retirement for every individual and family. Our goal is to make our clients' retirement a time of financial independence where work is optional, investments work for you, taxes are under control, and cash flow may never an issue. Lux financial is locally owned and entirely independent of corporate agendas. At Lux, we don't work for a company, we work for our clients.