As an independent firm, our mission at Lulay Financial is to provide clients with the knowledge and expertise they need to make educated financial decisions.
We strive to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their individual situation. We constantly consider changes in both the marketplace and in our clients' needs, making necessary adjustments to help them realize their financial goals.
Although we work with clients in all areas of financial planning and all walks of life, we have developed an expertise over the years in working with retired individuals and those preparing for retirement in the areas of investment management, retirement income planning and estate planning. We have relationships with some of the area’s most respected professionals in their industries so that working together with them, we can help coordinate all aspects of our clients’ financial lives.
To find out more about our approach and the services we offer, please feel free to click on the links to the left. To find out about upcoming events, please click on the “News and Events” page. Also, to learn about our approach to retirement income planning, please click on the “Retirement” video below. Thank you and please do not hesitate to contact us directly.
Your Rights as a Client:
- Courteous service
- A trustworthy and competent financial advisor
- Suitable recommendations
- Timely transactions at the best available prices
- Full disclosure of costs and risks
- Clear communications
- Comprehensive statements and trade confirmations
- Prompt error and complaint resolution
- Strict confidentiality
Click here to read the Raymond James Client Bill of Rights