Serving

Wealth Transitioners

The Lumos Wealth Advisors team is here to guide both individuals and families through life’s pivotal financial transitions. We offer clarity, confidence, and a steady hand to help you manage the complexities of your evolving financial well-being.

Who Are
Wealth Transitioners

If you’re anticipating a change in your financial situation, we’re here to help you navigate every step with care and precision.

You’re preparing for a major life event

This could include retirement, inheritance, or other windfalls such as the sale of a business, divorce, or the possibility of becoming a widow or widower.

You want to create continuity and stability

Whether it’s preparing for a shift in financial responsibility or creating a plan to pass wealth to the next generation, you’re seeking guidance to facilitate a seamless process.

You’re ready to make proactive decisions

You want to address potential challenges before they arise, utilizing your wealth as a tool to support your lifestyle and legacy.

How We Help Wealth Transitioners

At Lumos, our mission is simple: to guide you toward your highest financial success. Wherever you are in your financial journey, we’re here to provide the education and support you need to thrive.

Financial Continuity Planning

Life changes can disrupt even the best-laid plans. We work closely with you so you and your loved ones feel confident and prepared for shifts in financial responsibility.

Business Transition and Retirement Planning

For business owners planning for retirement or selling their company, we offer comprehensive strategies that seek to optimize the value of your business, manage taxes, and transition into a well-deserved retirement.

Estate & Legacy Planning

When life circumstances shift, your estate plan should also reflect those changes. We help you create or update your legacy plans to have your wealth passed on according to your wishes while reducing tax liabilities for your heirs.

Tax Planning During Transitions

Transitions often come with unique tax implications. Our proactive strategies aim to lessen your tax burden and help you retain more of your hard-earned wealth during life’s significant changes.

A partner through all of life’s changes.

At Lumos Wealth Advisors, we understand that financial transitions are deeply personal. That’s why we take the time to truly understand your situation, priorities, and goals. Our customized approach keeps your wealth working for you—through every chapter of life.

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Your Path to Financial Success

Ready to start your journey toward financial prosperity? Contact us today to learn more about how Lumos can help brighten your path to a successful financial future.