Lumen Financial Group

Lumen Financial Group At Lumen Financial Group we provide comprehensive financial planning services, including investment management, tax preparation, and life insurance.

10/10/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
10/06/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

10/03/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Test your estate strategy knowledge with this short quiz.
09/29/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Saving for college doesn’t have to be as complicated as college itself.
09/26/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

09/22/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

09/19/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

09/15/2026

Wondering what to tell your financial pro? Check out this quick video for guidance!

09/12/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
09/08/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Address

800 Township Line Road , Suite 125
Yardley, PA
19067

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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