Luminary Financial & Insurance Solutions

Specialties

Luminary Financial & Insurance Solutions is full service, independent insurance agency specializing in Life, Health, Disability, Long Term Care, annuities and investments. Our focus is insurance and retirement planning through advanced concepts and case design. We utilize cutting edge technology and a full spectrum of carriers to make sure our clients are offered the best the marketplace has to offer for their situation.

History

Established in 2011.

Luminary Financial and Insurance Solutions was founded in June 2011 to fill a niche that we felt the marketplace was sorely lacking. That niche was sound financial and insurance planning that focused on clients’ specific needs, not commissions or contractual allegiances. While our company is young, our financial planners bring well over four decades of combined experience to the table.

The client-​first philosophy of our agency is built on a foundation of sincerity. From our perspective, being candid and forthright about a client’s financial and insurance planning is more than simply a way of doing business; it is a way of establishing the kind of trust that clients expect and deserve. We don’t push products because we aren’t beholden to one company or another. Rather, we show clients their options, explain the pros and potential cons of one path over another and let them make informed decisions about which course of action will be best for them, their families and their future.

Meet the Business Owner

Casey S.

Business Owner

After spending 10 years in the financial sector, helping clients with their mortgage, debt, and credit needs, Casey moved into the field of insurance in 2009. Working with other agencies, he soon became disoriented with the lack unbiased product offerings and pushy sales tactics. In 2011 he decided to start his own agency where he could let ethics and an open market shape his practice. Luminary Financial & Insurance Solutions is now a thriving boutique insurance agency with hundreds of clients and full access to the insurance marketplace.