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Wealth Management Solutions

SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management

(a TMG Company). Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:

Lumina Consulting
Group

  • Business Valuations

  • Succession Planning

  • Exit Planning

  • Growth Acceleration

  • Risk Assessment

  • Leadership Consulting

  • Tax Services

  • M&A Support

Lumina Investment Group

  • Personal Financial Planning

  • Business Retirement Plan Review

  • Business Retirement Plan setup

  • Tax planning

  • Portfolio review

  • Investment review

  • Legacy/Estate planning

Contact Us Today!

If you are interested in learning more about our wealth management services click below,

and one of our licensed professionals will reach out to you.

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