Goal Planning

Plan for Tomorrow by Setting Financial Goals Today

Life's complex. Setting your financial goals doesn't have to be. That's why we offer a complimentary goal planning session with one of our Financial Consultants to help get you started with setting up an actionable plan for your future.

Call us at 800-870-9668 to start setting your financial goals.

The Four Easy Steps to Goal Planning



Having concrete goals gives you confidence as you prepare for your future. Here at Lumentrades, we make goal planning easy, and it all starts with a call.



Make an appointment to meet with a Financial Consultant either in person, or over the phone. We’ll ask you to gather some relevant information about your investment objectives and strategies so we can start drafting a detailed analysis.

During your goal planning session, we’ll evaluate your goals based on a number of factors, including your desired retirement age, assets, net worth, and how you want to spend your time—and money.

We’ll determine how likely you are to achieve your financial goals based on various factors. We’re also able to see how hypothetical situations could influence your plan.

End the session with an actionable plan in hand, and the confidence you need to know you’re on the right track.

IMPORTANT: The projections or other information generated by the Lumentrades Goal Planning tool (“Goal Planning”) regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Goal Planning results may vary with each use and over time.

Stay on Target After your Goal Planning Session

Sometimes goals change as life happens. That's why our Financial Consultants are always available after your complimentary goal planning session to help adjust your plan as needed. Schedule your goal planning session today by calling 800-870-9668.

We Make Wise Investments