Retirement Planning Made Simple

Most Americans are under prepared and underfunded as they plan for retirement. If you are like most, this is causing unnecessary anxiety and adding stress to your already busy lives. You don’t have to wait any longer. Let’s talk today and change your future.

How to get started...

Step 1:

Schedule A Meeting

During our FREE initial conversation we'll discuss your goals and challenges to create your unique plan.

Step 2:

Review your Plan

Our team will help construct your specific retirement plan that is tailored to your individual goals.

Step 3:

Get Results

We'll help you successfully implement your plan so that you can get back to what's most important in life.

MISSION-DRIVEN

We Are Committed to helping our partners overcome any challenge and attain spectacular results.

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The Value Of An Advisor

A study by Vanguard showed that hiring an advisor can help you achieve up to 3% better returns over time compared to investing on your own.

$1,693,177

No Advisor

$3,542,237

With An Advisor*

Hypothetical Client Profiles

See What We Can Do For You

Emily Carter

Emily, 34, is a software engineer in a leading tech company. She is looking to balance her busy tech career with effective financial planning, especially focusing on investing and saving for early retirement. She seeks guidance on maximizing her investments and setting up a robust retirement plan that aligns with her goal of retiring by age 50.

Michael Thompson

Michael, 47, owns a successful chain of organic cafes in Florida. As a business owner, his financial needs include business financial planning, personal wealth management, and estate planning. He's interested in securing his business’s future while ensuring his family is taken care of through comprehensive estate planning.

What we can do for Michael

Linda and Joseph Kim

Linda and Joseph are a married couple in their late 30s with two young children. They are interested in college planning for their kids and term life insurance to protect their family. Joseph, as a doctor, has specific needs regarding asset protection and tax strategies, which adds another layer to their comprehensive financial plan.

What we can do for the Kims

our partners trust us

Stuart Oneil

CEO, Luryc

“Lunno is a highly professional consulting firm. We can depend on them to be transparent, smart, and committed to our success.”

Elly Brett

Business Operations, Bewarx

“For over 10 years, Lunno has consistently proven their ability to understand our business needs and help us outperform our expectations.”

Jenna Ballard

VP Marketing, Wico

“When we needed help to manage the strategy and rollout of a complex marketing plan, Lunno turned out to be the perfect partner.”

We are hyper-focused on

Client Satisfaction

Step 1: Schedule a Meeting

During our FREE initial conversation we’ll discuss your goals and challenges to create your unique plan.

Step 2: Review Your Plan

Our team will develop your customized retirement strategy you can successfully implement.

Step 3: Get Results

We’ll help you successfully implement your plan so that you can get back to what’s most important in life.

Our advisors can charge up to 1.50% depending on your situation and assets.

No minimums. We want to see everyone win when it comes to investing in their future which is why we have chosen to partner with you without mandating an account minimum. Our hope is that we can come alongside you to help guide you to your financial dream.

Hiring an advisor could help to increase an investor’s portfolio returns by around 3% net in an average year. In addition, advisors are needed because they keep you on track with your investing plan while looking out for things that can knock you off course. They help you take care of the wealth you have worked hard to save, so that you can get back to the things that you care about. 

Goodbye old tech...

Hello, new tech.

The best tech...

The best experience.

ready to reach new heights? Let's get there, together.

To get started schedule a free consultation with one of our advisors below.