Financial Planning

The road to a comfortable retirement is most everyone’s goal in life. We all look to the future when plotting our course in the hopes of settling down one day without the need to worry about our financial security.

Luxenberg and Associates is here as a resource to help you and your family work towards a happy and sound retirement on all fronts financially. We have the ability to answer your estate planning questions and guide you to other resources, if necessary, that will help you to achieve your specific goals.

While Luxenberg and Associates assists in the allocation of financial portfolios, we DO NOT recommend or sell any specific financial products. This gives you the piece of mind that our advice is coming from a place that has your best intentions in mind. We also are happy to work with your financial investment advisor to formulate a plan that is best for your portfolio.

Our financial planning services include the following:

         – Review of Investment Portfolio
         – Estate and Retirement Planning
         – Analysis of Company 401K Retirement Plans



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