Company Profile
Lumen Systems, Inc. was established in 1982 and has since become a dominant provider of comprehensive financial planning software. Our staff includes expert software developers, a skilled technical support team, a knowledgeable and responsive customer services department, and a management team with over 40 years of combined experience in the financial planning arena. Our main office is located in Sonora, California.

Products and Services
Lumen's design philosophy is to use automated and integrated analyses to efficiently identify financial planning needs and strategies. We provide corporate or individual licenses for our desktop software.

Our software is in wide use throughout the United States by financial planners in fee-only practice as well as in insurance, brokerage, banking, and public accounting services. We have delivered customized software to our clients as we realize that each institution has specific goals, priorities, and concerns. One hundred percent of our gross revenue is derived from financial planning software and services.

The philosophy at Lumen is to provide customers with the best service in the industry. Our primary focus is on the continual development of financial planning software and expanded services for that software.

We make enhancements to the software on a regular basis; not just to incorporate new standards or laws, but also to improve the program and offer customizations for our clients. We are also flexible in the way we work with our clients so that we can best meet their unique business styles and needs. Our professional marketing representatives serve as personal points of contact, and our experienced technical support team offers dependable and friendly assistance. We keep the needs of our clients foremost in mind.


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